Job Description
The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This person and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment.
**Key Accountabilities:**
**_Client Support_**
+ Act as the first point of contact for clients, answering questions and addressing service needs.
+ Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
+ Schedule and coordinate client meetings, preparing necessary documentation and reports.
+ Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.
**_Administrative Tasks_**
+ Manage the advisor’s calendar, including schedulin...
**Key Accountabilities:**
**_Client Support_**
+ Act as the first point of contact for clients, answering questions and addressing service needs.
+ Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
+ Schedule and coordinate client meetings, preparing necessary documentation and reports.
+ Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.
**_Administrative Tasks_**
+ Manage the advisor’s calendar, including schedulin...