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Posted: Sunday, February 4, 2018 1:33 PM

We are looking for Administrative Assistant Permanent Role in Duluth, GA. Administrative Assistant will Process client paperwork such as new account documents, account transfers, client distributions, trust account set up, etc.
Skills for Administrative Assistant:
Qualifications:
-Confident, articulate and pleasant disposition
-Detail oriented
-Excellent follow up skills
-Familiarity with RedTail, Microsoft suite (Outlook, Excel, Word) and Fidelity (Wealthscape) platform is ideal, but not required
Responsibilities for Administrative Assistant:
-Process client paperwork such as new account documents, account transfers, client distributions, trust account set up, etc.
-Complete a proactive call every other month with clients to see if they have any service issues or needs
-Coordinate team calendars and scheduling meetings
-Prepare documents for client meetings
-Assist with monthly compliance and regulatory reporting
-Assist with client events including invitations, email, tracking guests and event set up.

Source: https://www.tiptopjob.com/jobs/77940536_job.asp?source=backpage


• Location: Atlanta

• Post ID: 91644392 atlanta
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