Executive Assistant: Organized and proactively supporting the Financial Advisor and contributes to the smooth functioning of the office. Responsible for managing schedules, coordinating meetings, handling correspondence, and providing administrative support across a variety of tasks. Has strong organizational skills, the ability to multi-task and a high level of professionalism in handling sensitive information.
Service: Dedicated and customer-focused Client Service Associate, that supports our financial advisory team and ensures exceptional service to all clients. She serves as the main point of contact for clients, addressing inquiries, resolving issues, and providing administrative support to the financial advisor. Has strong communication skills, a proactive approach to client needs, and a commitment to delivering outstanding service in a fast-paced environment.