Administrative Assistant
Core
Provide administrative support and coordination for an Advisor team in wealth management, ensuring fluid team operations and exceptional client service.
Role type
Administrative Assistant
Builds
Internal support for Advisory team operations
Domain
Financial Services / Wealth Management
Required skills
Time management, Organization, Verbal communication, Written communication, Client service, Business applications proficiency
Responsibilities
Answering telephone and taking messages, Maintaining staff vacation and master schedules, Updating organizational policy manuals, Typing memos, meeting minutes, and presentations