Administrative Assistant
Core
Provides administrative support to a Financial Advisor, handling member interactions, office operations, and client scheduling.
Role type
Administrative Assistant
Builds
Daily practice operations and member support activities
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
telephone communication, mail handling, office supply management, Microsoft Office (Word, Excel, PowerPoint), contact management system updates, meeting scheduling
Preferred skills
previous administrative/secretarial experience, technical computer aptitude, multitasking under interruptions, confidentiality handling
Responsibilities
Answer incoming telephone calls and respond to information requests, process and distribute mail, prepare routine correspondence and reports, schedule meetings and seminars for Financial Advisors, update client contact management systems, assist advisors in meeting preparation and follow-up
Seniority
Entry-level, individual contributor