Position Summary:

This position supports the office as a whole and is responsible for providing comprehensive administrative support to them. This position requires extensive coordination, communication and interaction between the Managing Director, clients and other team members.

Fast-paced, dynamic environment where multiple activities may need to be managed in parallel, and priorities may change frequently as issues arise. Must be proactive and able to operate independently.

Primary Responsibilities:

• Download documents from file sharing site, rename and save to server
• Scan client documents as received
• Keep client database updated – put in meetings, calls, call notes, etc.
• Print and bind reports for meetings or sending out
• Send customized email responses to new client inquiries.
• Keep buyer database updated (entering resume data points)
• Researching city / state economic data for reports
• Researching travel options for Advisors (hotels, rental cars, etc)
• Simple data entry in Excel
• PowerPoint: adding speaker notes to presentations
• Point of Contact for all incoming inquiries

Requirements:

• 4 year degree preferred
• 1-2 years of administrative support experience preferable working in financial services, wealth management and investments