Administrative Associate (Part or Full Time, 12 Month Term)

Tasks

• Build client relationships
• Collect track and follow up client documents
• Coordinate office operations mail supplies and workflow
• Ensure adherence to regulatory requirements
• Maintain electronic and physical filing systems
• Manage calendars coordinate meetings and appointments
• Manage inbound client communications
• Perform data entry and reporting
• Prepare format and maintain client documentation
• Prepare meeting agendas materials and follow up actions
• Provide administrative support to advisors
• Support client onboarding

Perks/Benefits

• Flexible work schedule

Skills/Tech-stack

Calendar management | Client Onboarding | Confidentiality | Customer Relationship Management | Customer relationship | Data entry | Document Management | Electronic filing | Meeting coordination | Microsoft Excel | Microsoft Outlook | Microsoft PowerPoint | Microsoft Teams | Microsoft Word | Recordkeeping | Regulatory Compliance | Relationship Management