About the Role
Our client is seeking a highly organized Administrative Professional to support multiple advisor teams in a fast-paced, client-focused environment. This role is ideal for someone who thrives under pressure, enjoys working behind the scenes to keep operations running smoothly, and brings strong attention to detail.
Key Responsibilities
- Provide administrative support to multiple advisor teams
- Prepare, review, and edit confidential correspondence
- Manage document scanning, organization, and archiving across systems
- Prepare travel expense reports and billing allocation reports
- Handle time-sensitive quarterly client tax payments
- Support ad hoc administrative projects as needed
Required Skills & Qualifications
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Strong organizational skills with exceptional attention to detail
- Ability to multitask and work effectively in a fast-paced environment
- Clear and professional communication skills
- Team-oriented mindset with a proactive approach
