Administrative Assistant

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Tallahassee, United States Southern Capital Full time

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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