Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients in New York, NY.
The EA will support an owner/wealth management advisor in the practice.
General Support • Handle dictation, process correspondence, and maintain client case files. • Maintain Calendar • Contact clients to set up follow-up meetings with Advisor. • Answer telephone calls and direct them as appropriate. • Input data, print proposals and gather information for client meetings • Other client service and ad hoc project work.
Qualifications • Experience in administrative support or customer service, preferably in the financial services and/or insurance industry. • Health and life licensed or gain licensing within 6 months of employment. • Excellent oral and written communication skills. • Familiarity with Microsoft applications and data entry and information retrieval software. • Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines. • Strong attention to detail with the ability to work with a high degree of accuracy. • Ability to work in a fast-paced environment. • Ability to work both independently and in a team. • Ability to maintain confidentiality.