• Insistent attention to detail
• Passionately committed to serving and caring for other people
• Energy and enthusiasm
• Commitment to exceeding client expectations
• Flexibility and openness to step in and do whatever is needed to support the team
• Interest in working on varied assignments with people across the firm
• Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
• Ability to anticipate the needs of the advisor and the team overall
• Self-directed time management and prioritization capabilities and outstanding organizational skills
• Ability to self-start, take initiative, and be proactive

• Coordinate the advisors calendar availability; appropriately blocking time and coordinating commitments with the team
• Prepare and process client documentation while requesting additional supporting documentation as needed
• Service client accounts and address the ad hoc needs of clients with diligence and urgency
• Answer the phones in a professional and courteous manner
• Have a positive attitude and a pleasant demeanor
• Greet clients and handle their immediate needs
• Assist with projects as needed
• Help prepare for client meetings
• Contribute to the appearance of the front office
• Support marketing coordinator with company marketing efforts

• College degree is preferred but not required
• Excellent telephone skills
• Three to five years office experience
• Two-year administrative experience
• Strong work ethic
• Demonstrated ability to work in fast-paced environment
• Superior organizational skills
• Sufficient patience to do repetitive work correctly
• Proficiency in MS Word & Excel

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