Careers

Administrative Assistant

The Administrative Assistant shall develop an understanding of quality client service in the financial Industry. A successful Administrative Assistant will perform a wide range of administrative and office support activities for the team, to facilitate the efficient operation of the practice.

• Prepare all appropriate files for daily appointments
• Conduct Meeting Prep to inform Advisor of any meaningful information. This often means having appropriate paperwork ready for daily meetings.
• Running Morningstar and Compass reports
• Follow the in-place system of tracking activities/tasks to ensure appointments are completed and errors are eliminated.
• Maintain all client files.
• Answer, screen and transfer inbound phone calls
• Answer and vet incoming phone calls to advisors. Answer questions that are appropriate and help problem solve on the fly.
• Follow Phone Scripts when necessary
• Carry out administrative duties such as filing, typing, copying, binding, scanning, etc.
• Handle requests for information and data
• Prepare and modify documents including correspondence, reports, drafts, memos, and emails
• Schedule and coordinate meetings, and appointments
• Adding appointments into Outlook and CRM system
• The ability to work without direction
• Open, sort and distribute mail.
• Maintain office supply inventories
• Maintain and input client notes into CRM  (Redtail)
• Responsible for making sure all checks get appropriately processed.
• Provide back up to the Advisor Associate