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About the role
Key responsibilities & impact- Schedule impactful meetings with financial professionals to ensure efficient collaboration
- Communicate effectively through email, phone, and in-person interactions, building strong relationships along the way
- Manage multiple systems and stay on top of billed hours with precision and accuracy
- Collaborate with internal teams to identify and implement solutions that make a difference
Requirements
What you’ll need- 1-2+ years of experience in administrative and/or support roles
- Financial Industry Experience is a plus
Benefits
Comp & perks- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
ATS Keywords
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Soft Skills
communicationrelationship buildingcollaborationorganizational skillsprecisionaccuracytime management