job summary : Responsibilities :
Responsibilities :
- You will be supporting financial advisors
- 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 : Administration, Administrative Duties, Secretary - Admin Assist, Front Desk, Front Desk Coordination, Banking Operations, teller Experience : Entry Level2 year(s)
responsibilities :
- You will be supporting financial advisors
- 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.
qualifications : Experience
Experience
- Entry Level
- 2 years
Education
No Degree Required
skills :
- Administration
- Administrative Duties
- Secretary - Admin Assist
- Front Desk
- Front Desk Coordination
- Banking Operations
- teller
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