Ideal candidate:
- Exhibit high standards
- Excellent communication skills
- Ability to take initiative and prioritize daily tasks
- Strong ability to take charge and meet tight deadlines
Ownership of the role will ensure your success in this multi-faceted position!
Responsibilities:
- Schedule and confirm meetings
- Ensure file organization based on office protocol
- Provide ad hoc support around office as needed
- Support Financial Advisors with client activities and paperwork
- In-office support, 5 days a week
Qualifications:
- Bachelor's degree or equivalent experience
- Strong interpersonal, customer service and communication skills
- Ability to multitask
- Proficient in Microsoft Office suite
- Marketing skills and/or event coordination a plus