Administrative Assistant

• Assist with the implementation of financial planning strategies
• Assist with preparation of review reports ahead of client strategy reviews
• Follow up with clients and external product and service providers as needed
• Collect, review and organize financial data from clients
• Update and maintain client records in CRM system
• Help publish and manage social media and website blog content and preparation of marketing materials
• Perform general administrative support and reporting tasks

Financial Planning Administrative Assistant

Administrative Specialist, Bookkeeper Experience

Administrative Assistant

Leasing Administrative Assistant

Administrative Assistant, Part Time