$45,000 – $65,000 a year
We are looking for an administrative professional to provide support to our fast-paced financial consulting firm. The role is comprised of various daily responsibilities covering both client service and administrative functions. The ideal candidate will possess exceptional communication and organizational skills. You will be responsible for executing a wide range of administrative tasks which require professionalism, accuracy, and expedience. An unwavering positive attitude in our small team environment is a priority. This is a full time position with benefits, 8am-5pm, and professional business attire is required. Preference given to candidates with financial industry work experience.
Essential Job Functions:
Assisting with client service responsibilities such as general service and preparing account paperwork (new accounts, distributions, contributions, address changes, etc…)
Fielding/responding to client inquiries
Answering/directing incoming calls, mail/deliveries, greeting visitors
Handling sensitive confidential, proprietary information with discretion
Maintaining client records and CRM database
Scheduling research meetings, client meetings, and Partner executive assistant tasks.
Job Type: Full-time
Salary: $45,000.00 to $65,000.00 /year
Experience:
Relevant: 3 years (Required)
Education:
Bachelor’s (Required)
BenU Undergrad Business 