Administrative Assistant
Core
Provides administrative support to Fusion Financial Group, handling daily operations, client relations, and partner scheduling.
Role type
Administrative Assistant
Builds
Daily operational support for a financial practice
Domain
Financial Services
Required skills
Calendar management, telephone handling, mail processing, office supply ordering, Microsoft Office proficiency, contact management system updates, meeting coordination
Responsibilities
Calendar management and scheduling for two senior partners, handles incoming telephone calls, performs routine administrative duties such as maintaining office supplies and processing mail, prepares or coordinates routine correspondence and reports, updates contact management system with client information, assists Financial Advisors in client meeting preparation, provides back-up support for non-licensed tasks
Seniority
Individual Contributor