What are the responsibilities and job description for the Administrative Assistant to Wealth Management Advisor position at Bleakley Financial Group?
Bleakley Financial Group offers individuals, families, and business owners independent financial planning and wealth management advice in a focused team environment. The advisory model is based on a disciplined collaborative planning process that addresses the full complexity of personal situations. The financial professionals associated with Bleakley Financial Group may discuss and transact business only with residents of the states in which they are properly registered or licensed.
This is a full-time on-site role located in Parsippany, NJ for an Administrative Assistant to a Wealth Management Advisor. The Administrative Assistant will be responsible for providing administrative support, managing phone communications, maintaining communication with clients, and utilizing clerical skills to support day-to-day operations.
- Administrative Assistance and Executive Administrative Assistance skills
- Proficiency in Phone Etiquette and Communication
- Clerical Skills
- Excellent organizational and time management skills
- Attention to detail and accuracy in work
- Ability to handle sensitive information confidentially
- Experience in a similar role in the financial industry is a plus
- Proficiency in Microsoft Office Suite
