Description

The Administrative Assistant provides direct administrative support to the firm and manages all general administrative processes and procedures. The Administrative Assistant is the first point of contact with clients, coordinating client appointments and delivering an exceptional client experience. 

Outcome

A successful Administrative Assistant will:

Efficiently / accurately complete administrative tasks and run the office to allow advisors to focus on wealth strategies that help clients reach their financial goals
Increase operational efficiency and improve administrative procedures; minimize scheduling conflicts
Maintain high levels of client satisfaction and build relationships with firm clients

Responsibilities

Answer phones, route calls and take/distribute messages
Schedule, calendar, and manage tasks and activities in CRM and team members’ calendars
Manage incoming and outgoing communications (telephone, email and faxes)
Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.).
Complete operations/client service tasks as requested and train to be competent in all areas over time, including: preparation of meeting agendas, applications, 
Complete back-up duties, requests and additional marketing projects as assigned

Knowledge, Skills & Attributes

Clean background check, and authorized to work in the US without restriction as to duration
Proficient computer skills, including advanced knowledge of Microsoft Office, Excel, and PowerPoint
Excellent oral, written, and interpersonal communication skills
Impeccable ability to maintain confidentiality and integrity
Effective follow-up skills and ability to meet deadlines without prompting
Flawless attention to detail and accuracy required
Energetic, self-motivated, with ability to work well independently and under direction