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Operations Assistant (In-Office)

Crestmont Private Wealth is a boutique Registered Investment Advisory (RIA) firm headquartered in Boerne, Texas. We are the fifth largest RIA independently owned in the greater San Antonio area and the largest independently solely owned RIA firm in Boerne.  Our firm is built on a strong culture, exceptional client service, and a commitment to excellence. We offer an incredible team-based work environment with meaningful opportunities for long-term growth and advancement.Position Overview:We are seeking a