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We are looking for a detail-oriented Administrative Assistant to join our team in West Chester, Ohio. In this Contract to permanent role, you will play a key part in managing client relationships, supporting investment operations, and ensuring administrative processes run smoothly. This position offers an excellent opportunity to contribute to a dynamic and detail-focused environment.
Job Responsibility:
Respond promptly and courteously to client inquiries, directing requests to the appropriate team members
Prepare and organize standard materials and documentation for client meetings
Maintain accurate and confidential client records, ensuring compliance with company policies
Process investment service requests, including journals, rollovers, and other transactions
Complete and submit all required investment paperwork to custodians and internal systems
Generate templated reports and summaries using company software tools
Update and monitor investment spreadsheets and models to ensure data accuracy
Oversee administrative tasks such as processing transactions, managing account documentation, and streamlining client onboarding
Acknowledge client requests within two business hours, providing clear next steps and timelines
Support compliance efforts by maintaining up-to-date and accurate regulatory records
Requirements:
Proven experience in administrative assistance, preferably within a detail-oriented services or financial setting
Strong ability to manage and prioritize multiple tasks efficiently
Proficiency in handling data entry and maintaining accurate records
Exceptional communication skills, both written and verbal, for interacting with clients and team members
Familiarity with managing inbound calls and receptionist duties
High attention to detail, especially when preparing documentation and reports
Knowledge of compliance standards and regulations in a detail-oriented environment is advantageous
Nice to have:
Experience with investment-related administrative tasks is a strong plus
What we offer:
medical, vision, dental, life and disability insurance