RIA Firm seeking Receptionist/Administrative Assistant

Registered Investment Advisory Firm in Alamo seeking experienced, reliable and mature administrative assistant/receptionist for permanent, full-time position.

Responsibilities include:

Client interaction – first point of contact with clients

Effective client communication

Database management

Working closely with Principal and Operations Manager

Coordination of periodic mailings and client events

Maintain client files and process new business

Personalized support to Principal including travel arrangements & reservations, philanthropic events, personalized shopping, etc.

Qualified Candidate needs to have:

Excellent written and verbal communication skills

Ability to multi-task

Proficiency with Microsoft Word and Excel

Positive attitude and willingness to learn and become integral part of team

Experience in Financial Services Industry A