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President's Office Support Associate
2 weeks ago
About the Role
We are seeking a highly skilled and motivated Support Associate to join our President's Office at Endurance Wealth Partners, Assante Capital Management. This role will be ideal for someone who is forward-thinking, growth-oriented, and excited to contribute to impactful, purpose-driven work.
Key Responsibilities:
Providing Administrative Support: Provide daily administrative support to the President, including calendar management, meeting scheduling, and preparing documents.
Client Service: Handle client inquiries, manage calls and emails, and ensure timely follow-up for a seamless client experience. Schedule meetings and arrange client events.
Document Management: Assist with the preparation, filing, maintenance, and organization of client documents and financial reports.
Data Entry & Reporting: Input and update client information in CRM, provide data-driven insight to the President, and ensure accuracy and confidentiality.
Miscellaneous Tasks: Assist with ad-hoc projects and other administrative duties as required.
Requirements:
- Proven experience in an administrative support role, ideally within the financial services or wealth management industry.
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Excellent problem-solving and decision-making abilities.
- Proactive and independent worker with strong time management skills.
- Excellent communication skills, both written and verbal.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems (such as SalesForce and Qbo).