Executive Assistant–Legal or Finance

Direct Placement
Written By Delia Bonfilio

Location: Atlanta, GA (1 day remote)
Status: Full-Time


Our client, a leader in the Financial Industry, is looking for Executive Assistant/Client Services Associate.  This is a great opportunity for someone who is early in their career and have an interest in the world of Finance. 


RESPONSIBILITIES:

  • Maintain relationships with current and potential firm clients through daily correspondence via email and phone by resolving inquiries, coordinating meeting with advisors and other administrative functions

  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs

  • Prepare reports and documentation for client meetings

    QUALIFICATIONS

  • Bachelors Degree

  • 2+ years of related work experience post college in the field of Finance, Accounting, Legal or Healthcare

  • Detail oriented, strong professional communication skills

  • Willingness to further financial education and pass certifications necessary  

Delia Bonfilio
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