Administrative Assistant

JOIN OUR TEAM TODAY!Our boutique financial planning firm client has an Administrative Assistant position available.YOUR **As part of the Administrative and Client Services Function, you will assist with the operations associated to client care, relationship services, information services, and monetary transfers.HOW YOU WILL MAKE AN *Partner with clients to provide detailed answers regarding client files, case updates, and applicationsProvide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiriesManage monetary transfers and transactionsPrioritize customer problems for the Advisor based on knowledge of products and servicesDocument and update client recordsHandle all in-bound/out-bound client inquiries and complaintsDevelop and maintain a knowledge base of products offered by the firmManage all Administrative Office dutiesWHY YOU ARE THE RIGHT ****Bachelor's degree in Business, Marketing, Finance, Communications and/or 3+ years in a Administrative Assistant or Client Services role within a financial services practice.

Created: 2025-05-23