Job Description

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities:

• Support for Lead Advisor
• Some client interaction – mainly for scheduling
• Tracking of meetings and tasks
• Send/receive client documents, including via DocuSign, email, mail
• Facilitate money movements using custodian websites
• Prepare money movement paperwork and some custodian forms
• Perform some administrative functions on a limited basis, including scanning, copying, and filing electronically in document management system
• Client communication, respond to some day-to-day client inquiries
• Assist in preparing for client meetings and events as needed

Qualifications:

• Very strong attention to detail
• Able to work quickly/efficiently/accurately, to prioritize work, and to take direction from multiple people
• Very organized and ability to keep up with tasks in a fast-paced environment
• Good with technology, proficient in Microsoft Office Suite, including Excel
• Strong analytical and problem-solving skills
• Communicate effectively, both orally and in writing, with strong interpersonal skills
• High level customer service
• Ability to meet deadlines

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