What are the responsibilities and job description for the Administrative Assistant position at Okun Financial Group?
The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Responsibilities
- Support two wealth advisors
- Handle and coordinate active calendars
- Ensure data e-file organization based on office protocol
- Keep CRM up to date
- Support team of busy wealth managers and a wealth service associate
- Provide ad hoc support around office as needed
- Manage Service requests from clients
- Help manage client experience
Qualifications
- Bachelor's degree or equivalent experience
- Strong interpersonal, customer service and communication skills
- Ability to multitask
- Proficient in Microsoft Office suite
- Experience of ten years or more in insurance services or wealth management space
Salary : $80,000 - $100,000