Administrative Support Specialist
The role of Administrative Support Specialist involves delivering exceptional support to financial planners and providing outstanding service to valued clients. This position requires a proactive and detail-oriented individual who can maintain accurate records, handle client calls and emails, and prepare documents for meetings and submissions.
* Maintaining up-to-date records and database management is essential for this role.
* Professional communication with clients is key to success in this position.
* Preparing documents and applications for meetings and submissions is a crucial responsibility.
* Scheduling appointments and managing the team's agenda is an important duty.
* Supporting the team with ad hoc administrative tasks is also required.
To excel in this role, you will need previous experience supporting financial advisory or planning within a professional services firm, strong written and verbal communication skills, and proficiency in Microsoft Word and Excel.
Seniority Level
This is an entry-level position offering opportunities for growth and development in a fast-paced setting.
Employment Type
This is a full-time position requiring a motivated self-starter with a strong attention to detail.