Administrative Manager
4 weeks ago
Do you want to learn the skills that could propel your career? This is an entry-level position for the right candidate who is willing to put in the time and effort to learn and excel. We are looking for an Admin Manager to work closely with our Founder and CMT Technical Investment Strategist to lead the team CRM, which is the foundation of all our workflow.
AssetIO Wealth Management is a growing boutique financial planning and investment management firm based in the heart of the entertainment industry. We are analysts with a heart; passionate about creating greatness in peoples’ lives. We believe that every person’s uniqueness is their primary asset, which we mold through detailed planning to create each client’s path to greatness. Our investment team members are technical analysis specialists, providing clients with greater flexibility and understanding of how and why investment decisions are made.
Responsibilities
· Relentless passion for data quality, scrubbing, and cleaning
· Work with the team to ensure all tasks and workflows are updated and on track
· Manage the team calendar, including appointments, projects, and events
· Co-lead specific client relationships
· Specific client service office management tasks
Qualifications
· Bachelor's degree in a business-related field with a passion for data analytics and Excel
· Ability to get things done in a team environment
· Pass Series 7 exam within 6 months of employment
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