Administrative Assistant

• Support the organization in daily administrative tasks.
• Work with the company team and vendors to meet client needs.
• Create, edit and format documents as needed.
• Maintain filing systems for all administrative records.
• Draft and send correspondence, including letters and emails, directed to clients and vendors.
• Assist in preparing reports and presentations for internal and external meetings.
• Update and maintain databases, spreadsheets, and CRM systems.
• Handle other administrative functions as assigned to support team workflows.

Administrative Assistant

Administrative Assistant

Administrative Coordinator, Sales & GTM

Administrative Assistant – Part-Time

Executive Administrative Assistant

Investment Advisory Compliance Program Manager