GENERAL SUMMARY
Assist Financial Advisor (FA) with all administrative related tasks. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing FA’s calendar, and other projects as assigned.
ESSENTIAL FUNCTIONS
1. Answer telephone calls (responding, screening and delegating calls as appropriate), and provide other assistance to callers if possible.
2. Schedule meetings including inviting attendees, arranging technical support if required, and preparing agenda for related sales administration functions.
3. Block, confirm and delete appointments on FA’s calendar.
4. Utilize purchasing system software such as Value-Wise for acquisition of supplies, technology and facility related materials.
5. Assist in coordination of activities, preparation of PowerPoint presentation, Excel spreadsheets and the creation of memorandums by and for the FA to support business related functions within sales administration
6. Establish and maintain customer files.
QUALIFICATIONS
• Education: College degree with business classes preferred but not mandatory.
• Experience: 2-5 years of applicable administrative experience required.
• Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player.