Administrative Assistant

Responsibilities

• Proactively reach out to current and prospective clients.
• Serve as the primary point of contact for assigned clients.
• Respond to client inquiries and address issues promptly and professionally, ensuring clear and consistent communication.
• Build rapport and maintain positive client relationships.
• Complete all necessary paperwork/documents to secure client applications.
• Manage and maintain the schedule of one financial advisor, ensuring their time is optimized for client needs.
• Organize and coordinate meetings, reviews, and video calls efficiently.
• Proactively anticipate scheduling needs and potential conflicts.
• Maintain and update the firm's Client Relationship Management (CRM) system with accurate and up-to-date client information.
• Generate reports and perform data analysis as needed.
• Stay up-to-date on CRM best practices and contribute to system optimization.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Strong organizational and time management skills with the ability to prioritize multiple tasks.
• Excellent communication and interpersonal skills, both written and verbal.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work independently and as part of a team.

About Lakeshore Financial Group

Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.