Executive Assistant

Reputable Staffing in Conyers, GA

  • Industry: Administrative/Clerical - Executive Secretary
  • Type: Full Time
  • Compensation: $57,840.00 - 82,540.00 / Year*

The Executive Assistant will be expected to provide seamless support to the Client Advisory team.


  • Bachelor's degree is mandatory
  • 3-5 years of experience within a bank support team
  • Strong computer skills including- Excel, PowerPoint, Word and Salesforce
  • Ability to work well in a team environment

Client Service Responsibilities include:

  • Handle routine communication with clients & their advisors via phone, email & fax.
  • Document written & verbal communication with clients & their advisors in Salesforce
  • Assist the client advisory team with preparing charts & materials for client & prospect meeting presentations using Excel, Word, Power Point & internal applications as needed
  • Pull basic information from our systems (ATLAS) to update spreadsheets for clients
  • File correspondence & other documents in internal databases.
  • Creat documentation of client correspondence for tracking purposes

Account Administration Responsbilities include:

  • Work with Client Administration Support to open accounts & coordinate with outside agents the transfer of assets to the firm
  • Perform cash management functions using Workflow and Atlas in accordance with established account procedures & applicable fiduciary laws & policies
  • Process client remittances
  • Work with the client's CPA to assist in gathering tax information & cutting tax checks when applicable.
  • Anticipate when an overdraft can occur & prevent it by bringing the information tot he team's attentions
  • Supervise & pay client bill payments

* Estimated salary

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