Front Desk Administrative Assistant
Core
First point of contact for clients providing administrative and operational support to a financial planning advisory team.
Role type
Front Desk Administrative Assistant
Builds
Client experience and smooth daily operations for an independent financial advisor practice
Domain
Financial Services / Professional Office
Deliverable
dashboards & analysis
Required skills
Organization, attention to detail, written and verbal communication, time management, computer proficiency, collaboration
Preferred skills
Financial services experience, customer service experience, ability to manage multiple priorities
Responsibilities
Welcome clients and visitors, schedule appointments, prepare correspondence and documents, track client materials, maintain client records, coordinate office projects, provide general office support
Seniority
Entry-level, hands-on IC