Independent multi-family office providing technical expertise in tax, estate planning and wealth management for a select group of clientele. Seeking an Administrative Assistant to help support the Senior Financial Advisors and day to day clerical needs. Offering competitive salary and benefits based on experience and skill set.
Responsibilities
- General administrative duties, including but not limited to providing telephone support, scheduling, transcribing, arranging travel, drafting correspondence, and extensive scanning and filing.
- Maintaining and updating client CRM databases.
- Collating and organizing tax returns.
- Complete confidentiality in communications and handling of firm materials.
Qualifications
- 3 years of administrative experience.
- Proficient in Microsoft Office.
- Excellent communication skills, attention to detail and flexibility.
- Excellent organizational skills with the ability to handle multiple priorities.
- Strong interpersonal skills.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Work Location: In person
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