Administrative Assistant
- Support the VP and Senior Director of Operations
- Coordinate and attend meetings
- Accompany senior leadership or with new advisor teams
- Take notes and provide follow-ups after meetings
- Assist with action items outlined at meetings
- Complete other tasks as assigned
- Bachelor’s degree
- Previous administrative experience
- Previous RIA experience is required
- Organized and detail-oriented
- Excellent communication skills
- Skilled in MS Office Suite
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