job summary : Responsibilities :

• You will be supporting Senior Leaders with Admin support
• Provide administrative support to financial advisors, including managing calendars, travel arrangements, and expense reports.
• Handle office correspondence, including mail distribution, email management and phone calls.
• Maintain office supplies and equipment, coordinating repairs and orders as needed.
• Assist with work orders and cleaning common areas
• Schedule and confirm client appointments and meetings.
• Handle client inquiries via phone, email, or in-person, providing excellent customer service.
• Prepare and send client communication, including newsletters, reports, and updates
• Prepare materials for client meetings, including presentations, reports, and financial plans.

Skills : Administrative Duties, Administration, Front Desk, Secretary - Admin Assist Experience : undefined4 year(s)

responsibilities :

qualifications : Experience

Education

skills :