Administrative Assistant

Job Details

Wealth management firm seeking a part or full-time administrative assistant to support investment advisors. The role may expand into investment operations-related support. Job responsibilities include:

- answering phones and greeting guests

- scheduling meetings and interacting with clients on administrative matters

- maintaining files and a clean, organized office environment

- coordinating with back office staff to process administrative paperwork for clients

- word processing and assistance with spreadsheet preparation

Responsibilities

• Handle and coordinate active calendars
• Schedule and confirm meetings
• Ensure file organization based on office protocol
• Provide ad hoc support around office as needed

Qualifications

• Strong interpersonal, customer service and communication skills
• Ability to multitask
• Proficient in Microsoft Office suite
• Prior financial services experience is a plus.

 RDM Capital Associates, Inc. Wealth Management

 06/01/2024

 Red Bank,NJ