Senior Administrative Assistant - Financial Services
Job Description
The Senior Administrative Assistant provides support to meet the business needs of Wealth Management / Financial Advisors. Under moderate supervision, this job meets the daily requirements of the Financial Advisors, typically 3 Advisors, and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts.
Key Responsibilities and Duties
- Serves as primary administrative contact and support for a team of 3-4 Financial Advisors and other business partners/stakeholders as/if needed.
- Provides "front office" support, client contact and support as needed. Minimal "walk-in" support.
- Provides support for daily administrative operations including meeting arrangements, scheduling, travel and expenses.
- Will greet clients for in office meetings as needed.
- Coordinates overall office functioning through inventory checks, space scheduling, event planning if needed, paperwork processing.
- Acts as a liaison between Financial Advisors and internal departments and clients, ensuring effective communication and cohesion.
- Maintains calendars, contact lists and provides ad-hoc support as needed.
- High School Preferred
- 2 years + of Administrative support in a client-facing role
- Working knowledge of MS Office - Outlook, Teams, Word, PowerPoint, Excel
- CRM experience, ideally with Salesforce strongly preferred.
Pay Rate: $37.28 - $39.28
Meet Your Recruiter
Gena Gonzales
Senior Recruiting Consultant
Gena joined Corps Team in 2021 and has over 12 years of recruiting experience focusing on IT, Engineering and Professional Services. She also has experience in start-up and corporate environments with consultative full life cycle recruitment background, administrative support and HR background. She is skilled at building relationships with employees across all levels of an organization, multitasking and adapting to meet any changing organizational needs. Gena has a Bachelors degree in Journalism and a minor in Speech Communications.
Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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