Administrative Assistant
Robert Half
The ideal Administrative Assistant will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Responsibilities
- Manage calendars, schedule client meetings, and coordinate day‑to‑day communications for advisors/leadership.
- Serve as the first point of contact for clients, handling inquiries and ensuring a high-touch experience.
- Prepare, track, and organize client paperwork (onboarding, account forms, compliance documentation)
- Maintain and update CRM records while ensuring accuracy and confidentiality of financial data.
- Support basic office and operational tasks.
Qualifications
- Strong interpersonal, customer service and communication skills.
- Ability to multitask.
- Proficient in Microsoft Office suite.
Vacancy posted 3 days ago
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