Essential Duties and Responsibilities (Additional duties may be assigned): • Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents. Sort and distribute mail. Order and organize office supplies. • Greet clients and provide a pleasant and comfortable environment while they wait/Serve refreshments. • Schedule and confirm appointments. • Data entry/CRM Management • Organize, coordinate, and maintain all client paperwork • Researches, prioritizes, and follows up on incoming issues and concerns addressed to the President, including those of a sensitive or confidential nature. Determine appropriate course of action, referral, or response. • Provides a bridge for smooth communication between the President's office and internal departments; demonstrating leadership to maintain credibility, trust and support with senior staff. • Completes a broad variety of administrative tasks for the President & CEO including: managing an extremely active calendar; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings. • Correspond with clients to complete new accounts, asset transfers, and other forms. • Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face • Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed • Complete special projects as assigned
We require a skills test including video as part of our hiring process.
Location: US