Administrative Assistant
Core
Provides administrative support to the Liberty Team, scheduling meetings for Financial Advisors and managing client/member correspondence.
Role type
Administrative Assistant
Builds
Daily operations of the practice and client/member support activities
Domain
Financial Services
Required skills
Scheduling, correspondence preparation, contact management system updates, Microsoft Office proficiency, multitasking, confidentiality handling
Preferred skills
Previous administrative/secretarial experience, basic understanding of Liberty Team products and services
Responsibilities
Schedule meetings with client/members on behalf of Financial Advisors, prepare routine correspondence and reports, update contact management systems, assist Financial Advisors in meeting preparation and follow-up, provide back-up support for non-licensed tasks
Seniority
Entry-level, part-time