Administrative Assistant
On-site
Core
Provides administrative support to a Financial Advisor, handling member relations, scheduling, and daily office operations.
Role type
Administrative Assistant
Builds
Member experience and practice daily operations
Domain
Financial Services
Deliverable
product features
Required skills
telephone handling, mail processing, correspondence preparation, client scheduling, contact management, expense tracking, Microsoft Office proficiency
Preferred skills
previous administrative/secretarial experience, technical computer aptitude, ability to handle interruptions, integrity with confidential information