Opportunity Description
Description We are looking for an Administrative Assistant to join a financial services team on a contract-to-permanent basis. This position supports advisors through a blend of client-facing service, office coordination, and administrative execution, helping ensure daily operations run smoothly and professionally. The ideal candidate brings strong organization, sound judgment, and a service-oriented approach while handling a wide range of account, meeting, and communication tasks.
Responsibilities:
• Build strong day-to-day connections with clients and business partners while supporting advisors in ongoing service and relationship management activities.
• Coordinate administrative steps related to new and existing accounts, including collecting documents, organizing statements, and preparing materials needed for client meetings.
• Assist with account and relationship reviews by compiling accurate information and creating performance-related reports in a timely manner...
Responsibilities:
• Build strong day-to-day connections with clients and business partners while supporting advisors in ongoing service and relationship management activities.
• Coordinate administrative steps related to new and existing accounts, including collecting documents, organizing statements, and preparing materials needed for client meetings.
• Assist with account and relationship reviews by compiling accurate information and creating performance-related reports in a timely manner...
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