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Administrative Assistant
2 months ago
Our team of professionals is committed to guiding clients through our unique 6-step planning process, The Worry-Free Retirement Program. As we continue to grow, we are seeking a Licensed Administrative Assistant to join and support our dynamic Advisory Team.
As a Licensed Administrative Assistant, you will play a pivotal role in supporting our high-performing advisors and ensuring seamless operations within our team.
Documentation & Onboarding: Prepare and manage account opening documentation for new and existing clients, ensuring a smooth and efficient onboarding process.
Deliver exceptional client service by addressing inquiries related to account transactions, documentation, and reporting with precision and care.
Account Management: Maintain and update existing client accounts, identify opportunities for engagement, and manage timelines and key dates for account activities.
General Administrative Support: Perform a variety of administrative tasks to support the team’s operations and contribute to the overall efficiency of the office.
Technical Proficiency: Strong skills in Microsoft Office Suite and DocuSign, ensuring smooth execution of your daily tasks.
Prior experience in the securities industry is an asset, providing a solid foundation for success in this role.
Including health, dental, and retirement plans to support your health and financial security.