Job Description
Our client, a well-established and growing wealth management firm, is seeking an organized and proactive Administrative Assistant to join their team. This position plays a key role in supporting advisors, enhancing the client experience, and ensuring the smooth day-to-day operation of the office.
The ideal candidate is professional, detail-oriented, and thrives in a fast-paced, team-oriented environment. Strong communication skills, initiative, and the ability to manage multiple priorities are essential for success in this role.
Key Responsibilities
- Serve as a primary point of contact for client communication, including confirming requests, scheduling meetings, and responding to inquiries in a timely and professional manner
- Prepare reports, documentation, and meeting materials for advisor and client meetings
- Answer and direct incoming phone calls and general office inquiries
- Support the Executive Team...