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We are looking for a dedicated and detail-oriented Sr. Administrative Assistant to join a financial advisory firm based in Oakland, California. This position requires supporting high-net-worth clients, ensuring seamless client onboarding, and assisting advisors with meeting preparation and administrative tasks. As a contract-to-permanent opportunity, this role offers the potential for long-term career growth based on performance and business needs.
Job Responsibility:
Prepare comprehensive meeting materials and reports to support advisors working with high-net-worth clients
Facilitate client onboarding by ensuring accurate completion of paperwork, maintaining client records, and managing follow-up tasks
Deliver exceptional client service by addressing inquiries and building strong relationships
Organize office logistics, including scheduling, mail coordination, and supply management, to enhance the client experience
Demonstrate knowledge of financial products such as annuities, mutual funds, and alternative investments
Assist in ongoing team and company training initiatives to stay updated on industry practices
Provide mentorship and guidance to new client service team members
Requirements:
Previous experience in a financial advisory or client service role, particularly with high-net-worth individuals
Excellent written and verbal communication skills to maintain professionalism and clarity
Strong organizational skills with attention to detail and the ability to multitask effectively
Ability to collaborate within a team environment while working onsite five days a week
Familiarity with financial products and services, including annuities and investment funds
Proficiency in calendar management and maintaining schedules for advisors
Customer service expertise, with a focus on delivering superior experiences
What we offer:
medical, vision, dental, and life and disability insurance