Description
Our client, an independent financial planning investment firm, seeks a dynamic person for an administration assistant to help support an investment professional. We offer a competitive salary and benefits.
This is an excellent opportunity for a career in a stimulating, professional, and fun environment. As a team we support each other and passionately care about providing exceptional service to our clients.
Requirements
Must be flexible and adaptable and be able to work independently, stay organized, follow-up, and meet firm deadlines. Strong organizational, computer (Word, Excel, Power Point Outlook), and communication skills are critical.
Critical job responsibilities include:
Assemble, process, and track new business applications
Maintain all client files and data including compliance files (electronic and hard copy)
Initiate, monitor, track operational work for the office
Gather client financial data and prepare client reviews
Maintain client database, office calendar
Assist with mail/correspondence on a limited basis
Support receptionist with greeting clients and answering phones on a limited basis
- Location: NY
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
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