Administrative Assistant
Core
Provides administrative support to BeaconPoint Financial Group, handling member interactions, mail, and scheduling for Financial Advisors.
Role type
Administrative Assistant
Builds
Daily operational support for a financial practice
Domain
Financial Services
Deliverable
product features
Required skills
Telephone handling, Mail processing, Office supply management, Microsoft Office (Word, Excel, PowerPoint), Client scheduling, Contact management system updates
Preferred skills
Previous administrative/secretarial experience, Technical computer aptitude
Responsibilities
Answer incoming telephone calls, Process mail and maintain office supplies, Schedule meetings with clients/members, Update contact management systems, Assist Financial Advisors in meeting preparation
Seniority
Entry-level