- Assists to offer phone help, together with answering telephones, taking detailed messages, transferring calls to applicable employees, dealing with and/or researching routine requests.
- Greets guests, assists guests when applicable or escorts to applicable individual.
- Assists to organize minutes for wealth management division conferences and the month-to-month board report.
- Supplies administrative help to monetary management division, together with scheduling conferences and/or appointments, making journey preparations and assembling informational supplies for conferences and/or seminars/lunches.
- Performs quite a lot of clerical and administrative duties, typically of a confidential nature, together with submitting, copying/scanning, file and database upkeep, reconciling accounts and report preparation.
- Assists wealth management advisors in account opening perform together with group of monetary supplies, handle modifications and preparation of data spreadsheets.
- Keep shopper spreadsheets and information for medical advantages and bills.
- Assists wealth management advisors with yr-finish tax group.
- Maintains knowledge for private shopper gifting and different tax deductible bills.
- Assists different staff/departments/branches to advertise teamwork and good communication.
- Promotes a constructive picture locally.
- Different duties as assigned.
Schooling & Expertise
- Earlier Administrative Assistant expertise most popular.
- Associates diploma in associated subject or Administrative Assistant Certification a plus.
Information, Expertise & Talents
- Superior information of Microsoft Workplace (Phrase, Excel, Outlook).
- Wonderful verbal and written communication expertise.
- Demonstrated accuracy and a spotlight to element in earlier work historical past.
- Work underneath strain and carry out a number of duties concurrently.
- Capacity to work independently with minimal supervision or in teams.
- Capacity to speak successfully with shoppers, employees, attorneys, and different professionals as
essential, to help the wealth management advisors.
- Primary mathematical expertise.
- Wonderful customer support expertise.
- Wonderful organizational expertise.
Reporting to this place: No direct studies Bodily Calls for & Work Setting: The bodily calls for and work surroundings traits described listed here are consultant of people who have to be met by an worker to efficiently carry out the important features of this job. Affordable lodging could also be made to allow people with disabilities to carry out the important features.
Bodily Calls for & Work Setting: The bodily calls for and work surroundings traits described listed here are consultant of people who have to be met by an worker to efficiently carry out the important features of this job. Affordable lodging could also be made to allow people with disabilities to carry out the important features.
- Bodily calls for: Whereas performing the duties of this job, the worker is incessantly required to take a seat. The worker should sometimes raise and/or transfer as much as 25 kilos. The worker will regularly use and speak on the phone and use a pc and different workplace gear.
- Work setting: Whereas performing the duties of this job, the worker is ceaselessly situated inside an workplace constructing.
Commonly Monday – Friday, eight:00 am to five:00 pm
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