About this role
Financial Services Team Associate - Fort Lauderdale, FL at Coastal Wealth. Location: Fort Lauderdale, Florida, United States. Role: preparing materials, organizing files, coordinating appointments Requirements: Part-time associate supporting advisors with client service, document preparation, CRM updates; strong communication, attention to detail, Microsoft Office/Google Workspace proficiency; finance experience preferred; associate's or bachelor's preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Google Workspace, CRM systems Commitment: Part Time, Full Time Workplace: Hybrid Languages: English