Mariner Advisor Network · 3 hours ago

Virtual Administrative Assistant (Part Time)

United States

Part-time

Remote

Mid, Senior Level

5+ years exp

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Business DevelopmentConsulting

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Responsibilities

Maintain a calm, empathetic, and professional demeanor when speaking with clients

Help onboard families into the practice by plugging in their financial information into various software and CRMs, moving investment accounts between various investment custodians and banks, tracking onboarding items from start to finish (with regular updates) and reaching out to clients to request additional information

Track service-related items from start to finish

Coordinate all information needed for client meetings. This will include audit data accuracy, pull reports from software, and prepare all necessary documentation prior to meetings

Manage and organize emails as a primary form of communication

Provide on-going administrative support with operational and compliance-related duties, including logging case notes of internal and external communication

Schedule and re-schedule client meetings

Proactively identify opportunities for the business to deliver an above and beyond experience

Manage multiple priorities simultaneously and perform other duties as assigned

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

MS Office SuiteReport generationData entryCRM experienceAppointment settingClient serviceHospitality experience