Investment Advisor Assistant

1 week ago


Glen Mills, United States Juno Search Partners - Open Positions Full time
Job DescriptionJob DescriptionOur client, a financial services firm located in the Glen Mills, PA area, is seeking an Investment Advisor Assistant to join their growing team. This role will provide administrative support to Directors, including document preparation and management, drafting and preparing client meeting materials, and transaction monitoring. This role requires well-developed communication and creative problem-solving skills to work collaboratively with a fast-paced team.Duties include, but not limited to:
  • Preparing proposals and contracts
  • Client communication and interface tasks for firm financial services
  • Formatting or creating Microsoft Word, Excel, PowerPoint or Adobe PDF documents
  • Administrative duties including filings, scheduling meetings and supporting the team
  • Managing calendars and deadlines
  • Manage and organize reports and documentation
  • Tracking completion of various tasks
  • Frequent email communication with firm employees and clients
  • Schedule meetings and prepare meeting materials (Board Meetings)
  • Participate in meetings and maintain relevant meeting notes
  • Preparing documents, agendas, and notes for meetings
  • Assisting Directors with reviewing and preparing documents for meetings
  • Perform other related duties as assigned
Qualifications:
  • Bachelor’s Degree Preferred
  • Excellent communication and time management skills
  • Extremely detail-oriented and organized
  • Ability to work independently and collaboratively within a team environment
  • Strong research and report-generating skills
  • Communicate effectively, both in writing and verbally, across all organization levels
  • Ability to manage many assignments simultaneously and quickly shift focus from one project to another as needed
  • Proficient with Microsoft Office (Word, Excel, and PowerPoint)


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