Admin Office Assistant

Job Description

SAK Associates, Inc. is currently looking for a bright, energetic and friendly financial assistant to support a busy and highly successful Wealth Management team. Specific responsibilities may include but are not limited to:

Assisting the Employee Benefits and Wealth Management Team in servicing clients, with a focus on detail, customer service and strong communication skills.

Handle case notes, process correspondences and maintain client case files.

Input data, print proposals, and gather information for client/prospect meetings.

Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved.

Assist with tracking existing and NB proposals and transactions.

Follow up with clients to confirm receipt of forms and assist accordingly.

Coordinating and scheduling workshops and external client events which require booking and arranging conference rooms, preparing and printing documents.

Must be able to work on multiple accounts at the same time.

Must be strong in customer service with a great attitude.

Qualifications:

Proficiency in Word, Excel, PowerPoint, Canva and Outlook required.

Experience in administrative support or customer service..

Strong written, organizational and verbal communication skills.

Ability to interact with clients.

Enjoys working in a team environment, but can act independently, applying good judgment aligned with firm policies when needed.

Strong attention to detail with the ability to work in a very fast-paced environment.

Must be pleasant to work with and a team player.

Pay depends on experience.

Full-time