Administrative Assistant
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Responsibilities
General duties include but are not limited to the following
Scheduling and confirming client meetings
Greeting clients in-office and managing office phone system
Pre meeting prep - meeting briefs (updated weekly), running Black Diamond reports, updating
client folders with relevant documents and CRM profiles, preparing conference room as needed
Post meeting tasks - assigning follow up tasks to staff members, posting meeting summaries in CRM
and Black Diamond and updating notes in client folder/website, clean conference room as needed
Working with investment and insurance teams on new business processing, client services and
tracking underwriting
Prospect and new client information management across all platforms
Tracking completion status and follow up for client questionnaires, applications, agreements and
invoices
Managing and ordering office supplies
Managing and scheduling travel reservations
Relationship management and client services
Company Software
Current software platforms required for position
Microsoft office: Outlook, Word, Excel, Publisher, Teams
Adobe Suite
Zoom (client meetings)
Calendly (client scheduling)
Black Diamond (financial reporting)
eMoney (financial planning)
Precise FP (data gathering and client questionnaire)
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Found in: Appcast Linkedin GBL C2 - 2 weeks ago
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Found in: Resume Library US A2 - 1 week ago
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Found in: Appcast Linkedin GBL C2 - 2 weeks ago
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