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This role provides administrative support to a financial services office by scheduling meetings, preparing presentations and client communications. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, answering phones and greeting clients.
Must have:
Strong organizational and computer skills
Direct attention to detail and organization
Effective communication with clients
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to support and provide guidance for compliance within the Advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
High school degree or higher
