Administrative Assistant

About This Role

Provide professional administrative, customer service, and marketing support to Investment Counselors and their clients within a leading investment firm.

Responsibilities

• Answer phones, take messages, and provide excellent client and prospect service
• Schedule and confirm client appointments using Outlook
• Conduct outbound calls for seminar invitations and client outreach
• Prepare client presentation and seminar materials
• Assist with seminar preparation and logistics
• Provide clerical support including filing, scanning, and document preparation
• Support administrative and marketing projects as needed
• Work closely with and follow direction from assigned Investment Counselor

Requirements

• High School Diploma or equivalent
• 1-3 years of reception or customer service experience
• Strong communication skills
• Excellent customer service mindset
• Ability to multitask and stay organized
• Collaborative team player
• Professional and dependable

Qualifications

• High School Diploma or equivalent
• 1-3 years of reception or customer service experience

Nice to Have

• Prior office or financial services support experience

Skills

* Required skills