Administrative Assistant

This is a Full Time Job

We are seeking someone to help update client management software, complete client paperwork processes, maintain professional communication with clients, and provide support to advisors.

Here's what we're looking for:

Key Responsibilities

• Answering Phones
• Office Organization
• Coordinating staff meetings/events
• Sending Client Reports
• Spreadsheet Maintenance
• Client Onboarding & Paperwork
• Money Movement
• Client and Business Communication and Troubleshooting

Qualifications

• Previous Administrative Experience, Banking/Financial Industry Preferred
• Excellent Written and Verbal Communication Skills
• Strong Microsoft Office, Google Chrome, and Email Skills
• Capable of Managing Confidential Information
• Ability to Work Independently with Initiative and Collaboratively with a Team
• Highly Organized
• Great Attention to Detail

If you exude exceptional energy, are committed to excellent customer service, have integrity, are detail-oriented, and a team-player, please apply to join our team!