Administrative Assistant

2 months ago


Towson, United States Chesapeake Search Partners Full time

CSP has partnered with a financial investment company in their search for an Administrative Assistant. This role requires at least 1-2 years' of experience, and this individual must have financial industry experience. This position requires candidates to be on-site in Towson, MD five days a week.


Responsibilities:

  • Receiving and completing service tickets by following detailed workflow steps
  • Learning and effectively utilizing industry software tools
  • Follow up with advisor/staff on missing information required to complete task
  • Facilitating client technology requests
  • Communication with advisor upon task completion


Financial Planning Support:

  • Sending clients fact finder and collecting financial profile data
  • Collecting and composing client statements
  • Applying financial planning assumptions
  • Creating basic financial plans with client provided data


Qualifications & Skills:

  • Highly self-motivated and disciplined
  • Good communication skills
  • Computer literate and capable to learn new computer systems
  • Bachelors Degree preferred


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