Administrative Associate

Administrative Associate

Reports to: Director of Operations

Status: Exempt

Apollon Wealth Management is looking for a driven Administrative Associate to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization.

Responsibilities:

• Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointment coordination
• Maintain a meticulous record of pending tasks for financial advisors and provide regular reports on task status
• Manage various office-related tasks
• Greet clients and prospects, ensuring a positive initial impression
• Support client events and seminars
• Aid in handling Schwab service requests and client service calls, delivering prompt and efficient assistance to clients

Minimum Education:

• Bachelors Degree preferred

Skills and Experience:

• Previous experience in administrative support or related roles
• Strong organizational and multitasking abilities
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent verbal and written communication skills
• Ability to maintain confidentiality and handle sensitive information
• Strong attention to detail and accuracy
• Ability to work independently and in a team-oriented environment

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