ADMINISTRATIVE ASSISTANT

Be the Foundation for Financial Success. Supporting Investment Advisors as an Administrative Assistant Duties Include but not limited to the following: Prepare client correspondence as directed by Investment Advisors Communicate directly with clients in person and via phone and email Prepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client paperwork Coordinate transactions as directed by Investment Advisors and clients Assist with compliance tasks including downloading statements and filing correspondence. Assist with scanning and organizing tax documents, invoices, and payments Perform other related projects as directed by Investment Advisors or other staff Serve as a backup receptionist when needed Work with affiliated companies and organizations for client accounts and requests Responsibilities: Qualifications A successful candidate for this position will...