Investment and Retirement Planner Assistant
Hybrid
Core
Administrative support for a Financial Planner, handling client communications, transaction processing, and office management.
Role type
Administrative Assistant (Financial Services)
Builds
Operational support for client transactions and office routines
Domain
Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
Client service, problem solving, organization, Microsoft Office, multitasking
Responsibilities
Manage client requests via phone/fax/email, process client transactions, maintain office files and records, prepare materials for presentations and meetings