Administration Assistant

2 weeks ago


Fort Lauderdale, United States Wealth Solutions Partners Full time $40,000 - $42,000
Job DescriptionJob Description

We are seeking an Administrative Assistant to join our team

The ideal candidate must be highly organized, detail-oriented, and a self-starter. You will provide high-level administrative support for our team. This role is in the financial services industry, working with high net worth individuals and requires the upmost discretion and confidentiality.

The tasks and duties include, but are not limited to, the following:

  • Effectively schedules meetings with clients to increase productivity.
  • Manages investment review lists & annual review meetings for all clients.
  • Submits requests for medical records and effectively follows through.
  • Printing, scanning, labeling, and organizing documents and folders as required.
  • Prioritizes and manages multiple projects simultaneously and follows through on issues in a timely manner.
  • Must be able to meet deadlines in a fast-paced, quickly changing environment.
  • Works independently on projects and shift priorities is a must.

​Qualifications:

  • Previous experience as an assistant, client service or in other related fields
  • Positive and professional demeanor
  • Strong organizational and time management skills
  • Ability to prioritize and multitask
  • Strong attention to detail
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Office applications
  • Experience utilizing a CRM

 

*Successful completion of a full background check, drug screen, employment verification, educational verification and reference checks required upon offer.

Company DescriptionAt Wealth Solutions Partners, we are wholly dedicated to meeting the financial needs of families, professionals, business owners and retirees - helping people build and protect their wealth, and choose how they want to pass it on as their own legacy.Company DescriptionAt Wealth Solutions Partners, we are wholly dedicated to meeting the financial needs of families, professionals, business owners and retirees - helping people build and protect their wealth, and choose how they want to pass it on as their own legacy.

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