• What will you do?

• Answer incoming calls, greet visitors, and maintain office supplies including marketing and new account opening materials, open and manage incoming mail
• Support Financial Advisors (FA) and Client Associates (CA) with administrative assistance such as mass mailings and expense reports
• Plan and coordinate client and vendor events, both on- and off-site by creating documents and agendas and handling all logistics
• Act as back-up when support staff is out of the office
• Provide IT support and order all necessary equipment and upgrades for branch staff

• What do you need to succeed?

  Must-have

• 1+ year of general office experience
• Proficient computer skills including Microsoft Office suite
• Strong verbal and written communication skills
• Excellent people and organizational skills with the ability to coordinate multiple projects and work effectively under pressure to meet deadlines
• Ability to work independently in a fast-paced, dynamic environment and consistently use good

Job Skills

Additional Job Details