Administrative Assistant
Core
Provides administrative support to Infinity Financial Advisors, handling daily operations, client scheduling, and practice management.
Role type
Administrative Assistant
Builds
Daily practice operations and client/member support
Domain
Financial Services / Wealth Management
Required skills
Phone skills, Microsoft Office (Word, Excel, PowerPoint), Contact management systems, Expense tracking, Mail processing, Meeting coordination
Preferred skills
Social media management, Business planning support, Financial product knowledge
Responsibilities
Answer incoming telephone calls, Oversee practice social media, Process mail and order supplies, Schedule meetings with clients/members, Update contact management systems, Track practice expenses and oversee bill paying, Assist Financial Advisors in client meeting preparation
Seniority
Entry-level / Individual Contributor