Administrative Assistant

Description

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This position plays a key role in supporting the operational and administrative functions of the Financial Planning Operations team. The associate will ensure timely and professional communication with advisors, maintain accurate records through data entry and quality control, and help sustain efficient day-to-day operations during peak periods or staff absences.

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Key Responsibilities:



• Manage the team's general email inbox ( approximately 50 emails), ensuring prompt, professional, and accurate responses to advisor inquiries.

• Escalate advisor requests to appropriate team members when needed.

• Perform accurate data entry into internal systems. Microsoft Outlook, PowerPoint, MS Office Suite programs.

• Conduct quality control reviews to ensure data compliance with internal standards.

• Maintain organized records and support team ef...