Administrative Assistant

Administrative Assistant

Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to clients. The right candidate is self‑motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self‑starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a fast paced environment.

Responsibilities

• Handle all incoming and outgoing phone calls
• Manage and maintain all paperwork
• Prepare professional correspondence and reports, documents, and files
• Respond to requests for information in a timely manner
• Serve clients’ general day‑to‑day requests...