Part-Time Advisor Administrative Assistant
By Renaissance Financial At Greater St. Louis, United States
Schedule appointments, manage annual/semi-annual/quarterly review schedule. Handle routine inquiries independently and within the limits of licensed authority.
Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines.
1-2 years of experience as a personal assistant (preferred)
• Manage a team of other staff members as the client base grows.
Prepare account summaries, portfolio analysis, and materials for client review meetings.
Handle most client communication involving service requests, reviewing applications, account changes and related paperwork, and onboarding of new clients.