Administrative Assistant - Remote | Wfh

Are you ready to embark on an exciting journey in the world of finance? You'll play a crucial role in assisting our wealth advisors across three esteemed financial institutions. Your dedication and expertise will contribute to delivering exceptional service to our valued clients while fostering a positive and collaborative work environment.
Key Responsibilities
Be the welcoming voice that answers calls, offers assistance, and directs inquiries to the right team members, all while leaving a positive impression.
Embrace the role of a gracious host by greeting and guiding visitors, ensuring they feel valued and at ease during their interactions with us.
Collaborate with wealth advisors to provide administrative support, from scheduling meetings to preparing insightful materials for seminars and meetings.
Handle various confidential administrative tasks, including filing, data maintenance, and preparing reports, with meticulous attention to detail.
Assist in account opening processes, making financial organization a breeze and ensuring smooth transitions for clients.
Contribute to year-end tax organization and maintain accurate records of financial transactions, reflecting your dedication to excellence.
Take the initiative to maintain client records and handle inquiries, showcasing your exceptional problem-solving skills and friendly demeanor.
Prepare key documents, such as Trust Investment Committee minutes, reflecting your commitment to accuracy and professionalism.
Showcase your versatility by performing Medallion Signature Guarantees and Notary services, adding to the comprehensive support you provide.
Be an active participant in appreciation events and client receptions, spreading positivity and enhancing our client relationships.
Requirements
Education & Experience
Prior experience as an Administrative Assistant is a plus, demonstrating your familiarity with administrative tasks.
An associate's degree in a related field or Administrative Assistant Certification showcases your commitment to professional growth.
Knowledge, Skills & Abilities
Excel in Microsoft Office tools (Word, Excel, Outlook), utilizing your tech-savviness to enhance productivity.
Your exceptional communication skills, both written and verbal, will leave a lasting impression on clients and colleagues alike.
A history of precision and attention to detail will shine through in your work, reflecting your dedication to excellence.
Thrive in fast-paced environments, juggling multiple tasks effortlessly while maintaining a calm and composed demeanor.
Whether collaborating independently or within a team, your proactive approach ensures successful outcomes.
Engage effectively with clients, staff, and professionals, demonstrating your interpersonal finesse and ability to adapt.
Basic mathematical skills complement your holistic skill set, adding to your value as a well-rounded team member.
Your organizational prowess will be put to the test and proven time and again through meticulous record-keeping and task management.
Your willingness to travel to other locations underscores your commitment to providing support wherever needed.
Employment Type: Full-Time
Salary: $ 16.00 22.00 Per Hour