Administrative Assistant

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request. Maintain existing client accounts and identify opportunities to contact clients. Manage timelines and key dates for accounts. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). Assist the Advisor team in welcoming and onboarding new clients. Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service. Effectively manage incoming communications from clients, Advisors and other internal and external partners. Update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

Strong skills in working with various business applications/technology,High level of time management and organization skills,Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients,Exceptional verbal and written communication in English