We are looking for an organized, detail-oriented Administrative Assistant to support our
team and provide excellent client service.
KEY RESPONSIBILITIES
- Client Service: Respond to inquiries, collect documents, and provide timely updates.
- Meeting Support: Manage calendars, schedule appointments, prepare materials, and track follow-ups.
- Case Coordination: Prepare and submit applications under advisor direction, maintain case records, and report progress to leadership.
- Partner Communication: Coordinate with providers, lenders, and internal teams to resolve outstanding requirements.
- Documents & Records: Prepare and proofread client materials; maintain accurate, confidential CRM records and organized files.
- Ongoing Support: Assist with policy and account servicing, annual reviews, renewals, and newsletter distribution.