Administrative Assistant
Core
Provides administrative support to three financial practices, handling member interactions, mail, and scheduling.
Role type
Administrative Assistant
Builds
Daily operations for financial advisor practices
Domain
Financial Services
Required skills
telephone handling, mail processing, correspondence preparation, contact management system updates, Microsoft Office proficiency, multitasking, confidentiality
Responsibilities
Answering phones, processing mail, scheduling client meetings, updating contact databases, preparing correspondence, assisting advisors with meeting follow-up
