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Admin Assistant
Job Description
- Provide administrative support to financial advisors and operations staff
- Prepare, process, and track client paperwork, account forms, and documentation
- Schedule and coordinate client meetings, prepare meeting materials, and handle follow-ups
- Answer and route calls, greet clients, and assist with client inquiries
- Update client data and assist with account management and reporting
- Coordinate with custodians and vendors to ensure smooth account service
- Perform general office duties such as scanning, filing, and correspondence
- Minimum of 10 years of Administrative of Client Service Experience
- Strong Proficiency in Microsoft Suite (Word, Excel, Outlook, PowerPoint)
- Excellent verbal and written communication skills
- High attention to detail, accuracy, and professionalism
- Ability to prioritize and manage multiple tasks in a fast-paced manner and environment
- Associate’s or Bachelor's Degree Preferred
Independent Wealth Management firm servicing high-net-worth individuals and families. The team provides customized investment management and financial planning services with a focus on integrity, precision, and exceptional client service and satisfaction.
Meet Your Recruiter
Angelina Torres
Talent Associate
Hello - name is Angelina Torres. I recently started as a Talent Associate in the practice area of Business Support/People Operations, but I’m not a newcomer to Lloyd Staffing. Prior to starting my journey as a Talent Associate, I worked closely with Lloyd on the temp side as a field associate for more than 10 years on various assignments. Having the experience temping and understanding the process, I feel that has allowed me to gain a better insight and heightened my ability to assist my candidates throughout their job search! I have an extensive background in Customer Service, as well as the administrative field.
Both of which have allowed me to develop my build relationships along with communication skills to assist with Client Development. I have always believed that communication is the key to every great relationship, whether it be business or personal. I will continue to stand by that belief and apply it to my staffing process here at Lloyd with both clients and candidates!
#LLOYDEMPLOYED
In my spare time I am obsessed with watching Criminal Minds, Law & Order, and Horror Movies
https://www.linkedin.com/in/angelina-torres-6a48684a/