What are the responsibilities and job description for the Secretary / Executive Assistant to Senior Broker Sandbar Fund position at Sandbar Fund?
- Collect and organize required documents from clients and applicants
- Schedule and coordinate calls between the senior broker, clients, and referral partners
- Manage and maintain the broker's calendar, prioritizing time-sensitive matters
- Build and maintain relationships with select clients, serving as a friendly point of contact
- Prepare correspondence, offer materials, and meeting notes
- File and organize paperwork and client records
- Track outstanding requests and ensure timely follow-up
- Communicate professionally with clients and partners via phone, email, and text
- Assist with light data entry and record-keeping
- Handle general office and administrative support as needed
Pay: $52,831.06 - $63,624.50 per year
Benefits:
- Flexible schedule
Work Location: In person
Salary : $52,831 - $63,625