Job Description
Job Description
Vincent Moore Wealth at Raymond James is looking for a highly organized Administrative Assistant to support our financial advisors with day-to-day administrative tasks, client communications, and operational duties.
Key Responsibilities
• Greet and assist clients; answer calls and emails.
• Prepare and process account forms and documentation.
• Schedule meetings and manage office calendars.
• Assist with client communications and marketing materials.
• Keep records organized and compliant with company policies.
Qualifications
• Ability to build relationships with existing and potential clients
• 2+ years administrative experience (financial services a plus).
• Proficiency in Microsoft Office Suite.
• Strong attention to detail and excellent communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
Company DescriptionProvides financial planning to a variety of clients. Trust is our currency.
Company Description
Provides financial planning to a variety of clients. Trust is our currency.