Administrative Support Specialist
17 hours ago
Job Summary
We are seeking a skilled and experienced Client Service Associate to support our Financial Advisors in delivering high-quality client service.
This is an excellent opportunity to develop your skills and expertise in the financial services industry.
Responsibilities
- Provide direct support to a Financial Advisor, assisting with client and administrative functions
- Run daily reports, coordinate staff support activities, and anticipate client needs
- Develop cooperative relationships with the firm's home office support
Requirements
To be successful in this role, you will need:
- 4-year Bachelor's degree and 2-4 years of administrative experience
- Prior experience working in a broker-dealer office or finance industry
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
- Ability to work independently and in teams
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