Administrative Assistant

Job DescriptionJob DescriptionWe are looking for an Administrative Assistant to join a financial services team on a contract-to-permanent basis. This position supports advisors through a blend of client-facing service, office coordination, and administrative execution, helping ensure daily operations run smoothly and professionally. The ideal candidate brings strong organization, sound judgment, and a service-oriented approach while handling a wide range of account, meeting, and communication tasks.

Do not wait to apply after reading this description a high application volume is expected for this opportunity.

Responsibilities:
Build strong day-to-day connections with clients and business partners while supporting advisors in ongoing service and relationship management activities.
Coordinate administrative steps related to new and existing accounts, including collecting documents, organizing statements, and preparing materials needed for client meetings.
Assist with account and relationship reviews by compiling accurate information and creating performance-related reports in a timely manner.
Process operational requests such as account setup, fund movement, and trade-related documentation with close attention to accuracy and deadlines.
Support compliance and risk-related activities by maintaining records, completing required forms, and helping address account reviews and inquiries.
Identify opportunities to improve client service and contribute ideas that may support business growth or product awareness.
Help organize client and prospect events, including scheduling, logistics, and follow-up communication.
Use approved digital and social channels to help increase visibility and encourage engagement with prospective clients.
Provide general administrative office support, including handling inbound calls, data entry, and front-desk style coordination as needed. At least 1 year of relevant experience in an administrative, office support, or related business environment.
Minimum 2 years of experience working with clients and delivering high-quality service while building strong relationships.
Demonstrated ability to manage multiple tasks independently and stay organized in a fast-paced setting.
Strong verbal and written communication skills with a clear and effective approach.
High level of accuracy and attention to detail, especially when working with documents, reports, and account information.
Effective analytical and problem-solving skills with the ability to follow through on tasks and resolve issues efficiently.
Experience with administrative support, answering inbound calls, data entry, and front-desk responsibilities. xhqgsiq
Familiarity with financial services products such as investments, insurance, banking solutions, or financial planning tools is a plus.