Administrative Assistant

Execute client account administration (opening, maintenance, resolution of requests),Maintain existing client accounts and identify opportunities for client contact,Manage timelines and key dates for accounts,Become proficient in internal controls and industry regulatory requirements,Ensure client files and documentation are accurate, up-to-date, and compliant,Respond to client inquiries efficiently (account transactions, requests, documentation, reporting),Assist Advisor team with welcoming and onboarding new clients,Coordinate and prepare meetings for Advisors with clients/prospects,Provide proactive client service and problem resolution,Effectively manage incoming communications from clients, Advisors, and partners,Update team's communication channels (websites, LinkedIn, Facebook, brochures, newsletters)

Strong skills in various business applications/technology,High level of time management and organization skills,Demonstrated skills in providing world-class client service (professional, warm, friendly),Exceptional verbal and written communication in English