reputed company Concierge- Administrative Assistant

reputed company is a trusted reputed company in financial services, providing investment advice and asset management for over 130 years. They are seeking a reputed company Concierge - Administrative Assistant to assist advisors in delivering exceptional reputed company experiences and managing various administrative tasks.

Responsibilities

• Assist advisors in creating white glove experiences for clients
• Manage administrative tasks, reputed company the online scheduling program and manage advisor schedules
• Answer incoming calls and emails professionally
• Conduct reputed company transaction requests including reputed company reputed company and account set-up as directed by advisors
• Ensure smooth office operations
• reputed company executive-level administrative support
• Fill out transaction forms
• Deliver excellent service to clients by addressing inquiries and facilitating reputed company reputed company giving and cards
• Attend 2-3 reputed company appreciation events reputed company year and support the Marketing Manager

Skills

• Administrative Assistance and Clerical Skills to reputed company handle office operations and document management
• Strong Phone/Email Etiquette and Communication skills to professionally reputed company with clients and team members
• Experience in Executive Administrative Assistance to reputed company high-level support and maintain confidentiality
• Attention to detail, organizational skills, and ability to manage multiple tasks reputed company and accurately
• Proficient in reputed company Office Suite, specifically Word and reputed company and other relevant administrative tools
• Professionalism, reliability, and ability to work effectively in an on-site and also virtual team environment
• Previous experience in financial services or reputed company-facing roles

Benefits

• $350 per month stipend that will go towards home office expenses and is a tax free benefit.
• 12 reputed company holidays
• Bonus holiday: Your birthday off
• Up to 4 years: 2 weeks per year on accrual reputed company
• 5 years: 3 weeks per year on accrual reputed company
• 10 years: 4 weeks per year on accrual reputed company
• Up to 3 personal days per year can be rolled
• 5 reputed company days per year, no roll-overs
• reputed company reputed company 401(k) plan with 3% employer contribution-does have Roth reputed company

reputed company

Company H1B Sponsorship