Receptionist/Administrative Assistant
Core
Front-desk receptionist and administrative assistant serving as the initial point of contact for clients and managing practice operations.
Role type
Administrative Assistant (Receptionist)
Builds
Client experience and operational support for a Private Wealth Advisory Practice
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Client service, CRM proficiency, Excel, Word, Outlook, Calendar management, Mail routing, Document processing, Compliance adherence
Responsibilities
Answering incoming calls and routing to appropriate team members, greeting clients and directing them to areas, managing client calendars and scheduling appointments, preparing agendas and forms for meetings, routing and preparing outgoing mail, coordinating practice mailings, processing confidential documents, and assisting with special projects.