Investment Firm Administrative Support Role

Join our investment firm as an Administrative Assistant, providing essential support to the Financial Advisor team. Your role will be crucial for outstanding client service and efficient operations.
This position requires at least two years of administrative experience and a proactive mindset. You will handle communication across departments, manage reports and client information, and initiate social media campaigns. Your organizational skills will be vital in meeting deadlines and providing exceptional service.
Key Responsibilities:
• Manage all incoming and outgoing communications
• Prepare documents and professional correspondence
• Respond efficiently to information requests
• Maintain the Customer Relationship Management software
• Manage the WOW service client program
Requirements:
• Minimum two years of relevant experience
• MS Office proficiency required
• Strong problem-solving and organizational skills
• Ability to handle multiple tasks and...