Administrative Assistant
On-site
Core
Provides administrative support to Gateway Financial Group, handling client-facing activities, scheduling, and daily operations.
Role type
Administrative Assistant
Builds
Client relations and daily practice operations
Domain
Financial Services
Required skills
Scheduling, telephone handling, client greeting, correspondence preparation, data entry, multitasking, confidentiality
Preferred skills
Administrative/secretarial experience, Microsoft Office proficiency, basic understanding of financial products
Responsibilities
Drive client/member facing activity by scheduling meetings, handle incoming telephone calls, meet and greet clients, prepare routine correspondence and reports, update contact management systems, provide back-up support for non-licensed tasks
Seniority
Individual Contributor