The ideal candidate will provide top-level assistance for financial advisors. They should be well-organized and be comfortable scheduling meetings and responding to emails on the advisor's behalf. Lastly, this individual should be able to run reports and help manage day to day operations. 

Responsibilities

• Phoning current and prospect clients to request information and/or schedule follow-up appointments
• Researching potential clients through LinkedIn
• Run monthly reports to help track business goals
• Responding to emails and document requests on behalf of executives
• Manage social media posts and DMs

Qualifications

• Bachelor's degree or equivalent experience
• Proficient in Microsoft Office suite
• Experience in managing multiple priorities, administrative coordination, and logistics
• Well-organized, detail-oriented, ability to multi-task with great follow-up skills
• Strong written and verbal communication skills