Responsibilities:

• Proactively assist with client outreach, manage and organize advisors' schedules, ensuring efficient time management.
• Utilize DocuSign for document handling and ensure all records are up-to-date within CRM systems.
• Support client onboarding processes, handle administrative tasks, and provide exceptional client service.
• Perform a variety of general office administration duties to ensure smooth office operations.
• Assist advisors with prospecting activities, lead management, and client submissions to support business development efforts.
• Manage and organize internal documents, promotional materials, and digital folder structures.

Requirements

• 2+ years experience as an Executive Assistant or similar role preferably in a start-up company.
• Advanced proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong organizational skills with the ability to prioritize tasks and excellent verbal and written communication skills.
• Ability to work independently, manage multiple tasks simultaneously, and adapt to changing priorities.
• Experience working with CRM systems and maintaining accurate and up-to-date client information.
• Ability to handle sensitive and confidential information with discretion.