Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen, VA, USAFull-timePosted May 19, 2026
Job description
This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office files.
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