Administrative Assistant
Core
Provides administrative support to a financial consultant practice, handling client interactions, office operations, and scheduling.
Role type
Administrative Assistant
Builds
Daily operations of a financial consulting practice
Domain
Financial Services
Deliverable
Dashboards & analysis
Required skills
Data entry, Mail processing, Client scheduling, Microsoft Office proficiency, Multi-tasking, Confidentiality management
Preferred skills
Previous administrative experience, Basic understanding of financial products
Technologies
Microsoft Word, Excel, PowerPoint, Wealthscape
Responsibilities
Answering phones and responding to information requests, Maintaining office supplies, Processing mail, Preparing correspondence and reports, Scheduling client meetings, Updating contact management systems, Assisting Financial Advisors in meeting preparation
Seniority
Individual Contributor