Administrative Assistant

Job Description • Maintains client account records and processes transactions, ensuring compliance with organizational standards and timely resolution of account inquiries. • Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience. • Escalates complex account issues and client requests to appropriate teams or advisors when resolution exceeds defined parameters. • Identifies opportunities to improve sales administration processes and resolves operational challenges using established practices and guidelines. • Works on routine and may experience non standard operational or support activities and assignments related to sales administration, applying established methods.…