Administrative Assistant

4 weeks ago


Beverly, United States Complete Staffing Solutions Full time
Job DescriptionJob Description

Responsibilities:
·         Maintain client files (permanent files); tax files (set up annually)
·         Maintain confidential financial data using Excel
·         Correspond directly with clients
o    In person, on telephone, via e-mail, in writing
·         Interact w/Asset Management Department
·         Prepare forms for multiple brokerage accounts
·         Monthly wires in/out of brokerage accounts
·         Calendar management
·         Schedule meetings
·         Coordinate between counselor’s and client’s availability
·         Mass mailings
·         Tax season
·         Set-up and maintain annual client tax files, old files to off-site storage
·         Tax Organizer mailing
·         Copy tax returns as needed
·         Occasional travel arrangements, bill payments
·         Telephone coverage as backup at reception desk
·         Ad hoc assignments supporting other teams on an as needed basis
 
Requirements:
 
·         Minimum of two years (five or more preferred) related experience supporting executives and working with clients
·         Exceptional interpersonal and communication skills
·         Detail oriented and possessing strong organizational ability
·         Works effectively in a team environment
·         Knowledge and experience preferred with:
·         MS Office suite – primarily Word, Excel, Outlook (all 3 preferred
·         Good with numbers
·         Exercise a high level of discretion



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