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.

Qualifications:

  • 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


More Jobs Hiring Near Me!

Executive Assistant / Client Liason
Chi-Rho Financial LLC

Summary of Position: The Executive Assistant / Office Manager will be responsible for the administrative, operational, and organizational management…

Read More
Executive Personal Assistant
Affinity Accounting Services

The ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings…

Read More
Director, Institutional Planning
Morehouse School of Medicine

The Director of Institutional Planning oversees and facilitates the annual planning and reporting of all mission-area and unit strategic priorities o…

Read More
Business Office Coordinator
Sunrise Senior Living

Overview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like hom…

Read More