Job Description
Job Description
We are seeking an Administrative Assistant to join our team!
The ideal candidate must be highly organized, detail-oriented, and a self-starter. You will provide high-level administrative support for our team. This role is in the financial services industry, working with high net worth individuals and requires the upmost discretion and confidentiality.
The tasks and duties include, but are not limited to, the following:
- Effectively schedules meetings with clients to increase productivity.
- Manages investment review lists & annual review meetings for all clients.
- Maintains and updates client records and documentation across all systems (CRM, document vaults, etc.)
- Prepares meeting materials and coordinate follow-ups to support advisor effectively.
- Prepares and submits paperwork for account maintenance of insurance and investments business.
- Prioritizes and manages multiple projects simultaneously and follows through on issues in a timely manner.
- Must be able to meet deadlines in a fast-paced, quickly changing environment.
- Works independently on projects and shift priorities is a must.
Qualifications:
- Previous experience as an assistant
- Financial services experience
- Positive and professional demeanor
- Strong organizational and time management skills
- Ability to prioritize and multitask
- Strong attention to detail
- Excellent verbal and written communication skills
- Proficient with Microsoft Office applications
- Experience utilizing a CRM
*Successful completion of a full background check, drug screen, employment verification, educational verification and reference checks required upon offer.
Company DescriptionAt Wealth Solutions Partners, we are wholly dedicated to meeting the financial needs of families, professionals, business owners and retirees - helping people build and protect their wealth, and choose how they want to pass it on as their own legacy.
Company Description
At Wealth Solutions Partners, we are wholly dedicated to meeting the financial needs of families, professionals, business owners and retirees - helping people build and protect their wealth, and choose how they want to pass it on as their own legacy.