About this role
The Advisor & Site Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Firm is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.
Requirements
Duties and Responsibilities
Visitor Management: direct visitors by utilizing resources strategically
Oversee conference room scheduling electronically, through use of Outlook
Oversee local facilities issues and escalate if needed
Administrative responsibilities for associates when needed
Securely quality check and manage interoffice processes
Manage and trouble shoot office IT machines when necessary
Manage daily incoming and outgoing mail to ensure compliance standards
Assist with New Associate onboarding and logistics
Handle incoming calls in a friendly and professional manner
Schedule and confirm appointments in a timely mannerÂ
Assist with file prep, paper filing and larger mailings
Proactively manage internal platforms and systems so FSRs client information is up to date and accurate
Accurately complete, submit, and follow up on status of all new business applicationsÂ
Act as direct liaison between Financial Advisor and clientsÂ
Provide ad hoc support on assigned projects and any escalations
Qualifications
Excellent verbal and written communication skills
Exceptionally professional and organized
Comfortable in a fast-paced environment
Ability to collaborate with others, build and maintain relationships
Ability to use discretion and maintain client confidentiality
Client-first attitudeÂ
Proficiency in Microsoft Office
Experience in Salesforce is a plus
Life, Accident, and Health License and/or Finra Registrations are a plus
CRN202801-8007549