Administration Assistant

KB Elliott Financial Advisors

Job Description

An established financial advisor is seeking a skilled Administrative Assistant to provide comprehensive support. While a background in finance is preferred, it is not mandatory. This role requires excellent communication and computer skills to manage scheduling, client interactions, and document handling efficiently. The Administrative Assistant will work closely with a single advisor using various software tools, contributing to the smooth operation of financial planning activities.

Responsibilities

Manage scheduling and calendar appointments for the advisor
Handle client communications and provide support
Maintain accurate record keeping and data entry
Organize and manage financial and administrative documents
Assist with phone handling and incoming inquiries
Support preparation and management of financial documents
Utilize Microsoft Office, financial planning software, and CRM tools effectively

Preferred Qualifications

3+ years of experience in administrative support roles
Proficient in Microsoft Office Suite
Strong communication and organizational skills
Excellent customer service and attention to detail
Experienced in data entry tasks
Basic knowledge of finance is advantageous

Apply

Vacancy posted 10 days ago

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