Role & Responsibilities:\n• Administrative Support: Manage phones, emails, mail distribution, prepare mailings, and coordinate appointments.\n• Data Management: Engage in data entry, recording meeting notes, and processing client account paperwork.\n• Office Inventory Management: Ensure timely replenishment of office supplies.\n• Client Onboarding Assistance: Aid Financial Advisors with client documentation and application processes.\n• Client Relationship Maintenance: Address client requests and inquiries, maintaining up-to-date client documentation.\n• Prompt Issue Resolution: Respond to client concerns quickly, offering regular updates.\n• Strategic Liaison: Act as a crucial link between clients and strategic partners.\n• Stay Informed: Keep updated about our services and products.\n• Workflow Oversight: Manage departmental workflows effectively.\nWho You Are:\n• Team-Oriented: Committed to collective success.\n• Proactive & Structured: Always seeking to enhance client experiences while valuing proven processes.\n• Dynamic & Client-Focused: Thrive in a fast-paced office environment, excel in client interactions.\n• Problem Solver: Skilled at delving into issues, asking the right questions, and addressing core concerns.\n• Tech-Savvy & Organized: Proficient in technology, punctual, detail-oriented, and checklist-driven.\n• Eager to Learn: Open to on-the-job learning and personal growth.\nRequired Skills and Qualifications:\n• MS Office Proficiency: Essential for day-to-day tasks.\n• Organizational Skills: Exceptional at multitasking and maintaining attention to detail.\n• Problem-Solving Abilities: Independent in resolving challenges.\n• CRM Software Knowledge: Familiarity with client relationship management tools.\n• Effective Communication: Capable of simplifying complex concepts.\n• Composure Under Pressure: Maintain professionalism in stressful situations.\n• Collaborative: Work effectively with team members and clients to resolve issues.\n• Adaptability: Open to embracing improved processes.