Job Title: Office Administrator
* We are seeking a highly organized and detail-oriented individual to provide vital support to our advisors.
* The successful candidate will manage application pipelines, maintain accurate client records, prepare portfolio updates, and contribute to targeted sales and marketing activities.
Required Skills & Qualifications:
* Prior experience in an administrative role is essential for this position.
* An excellent understanding of office software applications such as Microsoft Word and Excel is required.
Benefits:
You will be part of a dynamic team that values innovation, teamwork, and work-life balance. Our comprehensive benefits package includes medical coverage, retirement savings plan options, paid time off (PTO), holidays observed by the company,