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About the Role
Description We are looking for a detail-oriented Administrative Assistant to join our team in West Chester, Ohio. In this Contract to permanent role, you will play a key part in managing client relationships, supporting investment operations, and ensuring administrative processes run smoothly. This position offers an excellent opportunity to contribute to a dynamic and detail-focused environment.
Responsibilities:
• Respond promptly and courteously to client inquiries, directing requests to the appropriate team members.
• Prepare and organize standard materials and documentation for client meetings.
• Maintain accurate and confidential client records, ensuring compliance with company policies.
• Process investment service requests, including journals, rollovers, and other transactions.
• Complete and submit all required investment paperwork to custodians and internal systems.
• Generate templated reports and summaries using company software tools.
• Update...
Responsibilities:
• Respond promptly and courteously to client inquiries, directing requests to the appropriate team members.
• Prepare and organize standard materials and documentation for client meetings.
• Maintain accurate and confidential client records, ensuring compliance with company policies.
• Process investment service requests, including journals, rollovers, and other transactions.
• Complete and submit all required investment paperwork to custodians and internal systems.
• Generate templated reports and summaries using company software tools.
• Update...
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