Our client is a boutique Wealth Management Advisory firm that focuses on designing a personalized plan and helping clients execute it by safely navigating their financial journey and having meaningful adventures along the way.
They are currently seeking an Administrative Assistant to join the team and support the Founder.
Responsibilities
Anticipate the needs of the Advisor to allow for a seamless flow during the day
Maintain an efficient, organized calendar that allows the Advisor to focus her energy on building client relationships. This will include office and some personal engagements
Manage the flow of communication between advisor and team members through the use of technology
Research new prospects and potential clients for Advisor before client meetings
Identify additional prospecting opportunities
Provide accountability to team members to make sure they are prepared for client meetings and focused work blocks to ultimately meet all team goals
Read, monitor, and delegate the Advisor's email to the team when appropriate
Act as liaison between the shared services team and advisor
Oversee client appreciation - gifts, events, etc
Organize and maintain client and business files
Develop and sustain a level of professionalism among staff and clientele
Prepare and process all paperwork needed for insurance accounts and ongoing insurance service
Maintain client case files, performance reports, account forms and other paperwork required
Collect all materials for quarterly and annual reviews
Respond to back-office inquiries
Qualifications
2+ years of a supporting role within the Financial Services field
Client service experience including excellent oral and written communication skills
Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines
Ability to maintain confidentiality
Life & Health Insurance licensed (preferred but not required)
Investment registration expected completion by 1 year anniversary