Administrative Assistant

Job Summary:

The Administrative Assistant works under the direction of the Financial Advisor and is responsible for providing excellent service, support, follow-through, and administrative tasks with the purpose of delivering an exceptional client experience.

Essential Duties and Responsibilities:

Answer and problem-solve incoming telephone, voice mail, e-mail and in-person requests professionally and courteously

Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients

Prepare, organize, coordinate, and maintain all client paperwork

Complete client paperwork with clients, both in person and via Docusign, and maintain communication with the client about the status of accounts

Maintain client and other appropriate information in company software including but not limited to accurate and timely processing of updates and report requests

Type and design general written and electronic correspondence

Legible handwriting required

Utilize financial platforms including Wealthport, Fidelity Institutional, Schwab Institutional, PreciseFP, Redtail, RightCapital, LinkedIn, Canva, Zoom, and Microsoft Office Suite.