Administrative Assistant
5 days ago
Key Responsibilities:
• Provide administrative support to the financial advisory team, including managing calendars, scheduling appointments, and preparing client-facing materials.
• Handle incoming communications via phone and email, ensuring prompt and professional responses.
• Maintain accurate and organized records, including client files, correspondence, and transaction details.
• Assist with data entry, reporting, and preparing presentations for client meetings.
• Coordinate office operations, including supply management, filing, and general office upkeep.
• Ensure compliance with regulatory requirements and confidentiality standards.
Qualifications:
• Previous experience in an administrative or support role, ideally within financial services or a professional office environment.
• Strong organizational skills with exceptional attention to detail.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems.
• Excellent communication skills, both verbal and written.
• Ability to multitask and prioritize in a fast-paced setting.
• A proactive and positive attitude with a focus on client satisfaction.
Compensation / Pay Rate (Up to): $18.00 - $19.00
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