Administrative Assistant
Core
Provides comprehensive administrative and practice management support to financial advisors, ensuring office operations and client interactions align with company guidelines.
Role type
Administrative Assistant (Financial Services)
Builds
Advisor practice operations and client experience
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client service, data entry, office supply management, meeting preparation, calendar management, document scanning/filing, basic financial plan navigation, online client experience setup
Preferred skills
Financial plan preparation, money movement processing, website navigation
Technologies
MS Excel, MS Word, Outlook, Adobe, Teams, accounting software, contact management systems, database software
Responsibilities
Greet clients and manage client touchpoints, deposit and log incoming checks/mail, maintain files and update client data, assist with meeting preparations and event coordination, manage office supplies and procedures, process money movement requests, guide clients through the financial website
Seniority
Entry-level, basic execution