Administrative Assistant
Financial Services Provider
Job Description
Job Description
We are seeking an Office Manager/Administrative Secretary to join our Wealth Management team! This position will encompass a wide range of duties as the front line ambassador for our firm.
Responsibilities:
- Plan and schedule appointments and events
- Maintain CRM database
- Prepare, process and reconcile client files, service requests and other formal documents
- Greet and assist onsite guests
- Answer and follow up on inbound telephone calls
- Handle incoming and outgoing mail
- Perform various other office tasks as necessary
Qualifications:
- Previous experience in office administration or other related fields
- Proficiency with Word and Excel
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
Wealth Management and Financial Services
Vacancy posted 2 days ago
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