Administrative Coordinator
1 week ago
COLONIAL RIVER WEALTH MANAGEMENT LLC is a Wealth Management company with offices in various locations in Virginia.
We are dedicated to providing personalized financial planning and investment services to our clients.
Job Summary:
The Administrative Assistant will be responsible for providing administrative support, managing phone calls, communication, clerical tasks, and client operations.
Key Responsibilities:
- Provide administrative support to the team
- Manage phone calls and communication
- Perform clerical tasks
- Assist with client operations
Requirements:
- Administrative Assistance and Executive Administrative Assistance skills
- Strong Phone Etiquette and Communication skills
- Clerical Skills
- Ability to multitask and prioritize tasks effectively
- Attention to detail and organizational skills
- Proficiency in Microsoft Office Suite
- Previous experience in a similar role is a plus
Education:
Associate's or Bachelor's degree in Business Administration or related field
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