Administrative Assistant

Responsibilities

• Welcome and assist clients in person, over the phone, and via email
• Manage calendars, schedule meetings, and coordinate appointments for financial advisors
• Communicate with clients to ensure timely follow-ups and a smooth client experience
• Enter and maintain accurate client records using Wealthbox CRM
• Provide administrative and operational support to the team as needed

Requirements

• 1–3 years of experience in an administrative or office support role
• Strong communication and interpersonal skills
• Excellent organizational skills and attention to detail
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Experience with Wealthbox CRM is a strong plus
• Ability to maintain confidentiality and manage sensitive information professionally

Preferred Qualifications <...