Series 7 and 63 or equivalent license
Answer and manage incoming calls.
Greet clients and provide a polished, welcoming experience
Manage calendars, appointments, and scheduling
Maintain organized client records and files
Support financial paperwork and account processing
Coordinate office tasks, supplies, and general operations
Assist advisors with administrative needs as they arise
Create & implement organized workflows
Ability to use Microsoft Office including Excel Worksheets
Join our dynamic team as a Registered Service Assistant, where your enthusiasm and dedication will help deliver exceptional service to our clients and support our Financial Advisory professionals. In this vital role, you will assist in coordinating client services, managing administrative tasks, and ensuring smooth operations within our office facility. Your proactive approach and attention to detail will contribute to creating a welcoming environment for clients.
We are a financial advisory practice with looking for a dependable and organized Client Service / Administrative Assistant to support daily office operations and client service.