Handle key administrative tasks, client communications, and financial documentation.
Responsibilities:
- Serve as a primary contact for client scheduling and inquiries.
- Assist in preparing, reviewing, and organizing client financial documents and reports.
- Manage the manager's calendar and follow up on key tasks.
- Maintain client records in CRM systems.
- Provide comprehensive administrative support to enhance productivity.
Requirements:
- Paid trainings and industry certifications
- Proficiency with office software
- Strong communication and organizational skills
- High attention to detail, with the ability to manage confidential information responsibly.
- Excellent communication skills and a client-focused attitude
