Addressing the daily needs of the office and our clients with the highest level of courtesy and professionalism.
Responsibilities:
• Phone reception including answering and forwarding of incoming calls as well as message delivery and coordinating firm conference calls.
• Reception and guest services including greeting guests for all meetings, maintaining an orderly and inviting reception space and facilitating refreshments upon request.
• General office maintenance such as mail distribution, office supply coordination, printer/copier maintenance & general office tidiness.
• Administer web and social media presence through the maintenance of the firm website, LinkedIn and other marketing/media interactions.
• Plan and coordinate client and new business development events.
• Facilitate all bulk mailings including quarterly statements and client notifications, as well as general client correspondence.
• Utilize the CRM system to generate reports and record client related activities.
• Prepare client meeting materials and presentations, utilizing portfolio reporting system, mind-mapping software and CRM.
• Assist with the client onboarding process, maintain internal client and corporate files, and assist with documentation preparation for Compliance reviews and internal audits.
Requirements
• College Degree.
• Proficient in Microsoft Office (Word, Excel, PowerPoint and Outlook).
• Excellent oral and written communication skills.
• Effective multitasking and time-management skills, with the ability to prioritize.
• Professional presentation with client service focused skills.
• Proactive problem-solving skills with a strong attention to detail.