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Key Responsibilities:

Executive Support:

• Manage the founders’ calendars, including scheduling meetings and coordinating travel arrangements.
• Draft and proofread correspondence, reports, and presentations.
• Assist with the preparation and execution of client events and marketing activities.

Client Management:

• Serve as the primary point of contact for clients, managing inquiries and scheduling appointments.
• Prepare and organize client files for meetings, ensuring all necessary documentation is available.
• Assist in maintaining client data integrity in our CRM system.

Office Administration:

• Manage day-to-day office operations,
• Maintain office supplies and ensure the office environment is organized and efficient.
• Handle correspondence, including emails, phone calls, and mail.

Operational Support:

• Process new account paperwork and ensure timely updates to client databases.
• Coordinate with financial advisors to ensure client service effectiveness.
• Maintain confidentiality of sensitive information and adhere to company policies

Requirements:

• Proficiency in MS Office Suite and basic accounting software
• Strong organizational and time management skills
• Excellent written and verbal communication
• Ability to handle confidential information with discretion
• 2+ years of experience in an administrative role, preferably in finance or professional services