We believe in differentiating our capital.
Under the general supervision of the Managing Director(MD)/Director of Operations (DO)/Manager of Operations (MOO), the Administrative Manager (AM) is responsible for delivering quality service and operations processing/support as directed by the Managing Director (MD), Wealth Manager (WM) or Wealth Advisor (WA). The AM focuses on client satisfaction with specific attention in the areas of client service, operations processing, opportunity tracking, working with our trade departments, confirming client visits problem resolution, team engagement, partnering with Centralized Service Support (CSS) as appropriate and process improvements.
ESSENTIAL DUTIES & RESPONSIBILITIES
The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.
· Ability to sit at desk for prolonged periods of time.
· Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine.
· Ability to read documents, reports, etc.
· Ability to answer phones and communicate with callers.
Education and Experience:
High School Diploma with minimum two years of front office and/or customer service experience; Associate or bachelor’s degree preferred; or equivalent combination of education and experience.
Required Knowledge of:
Required Skills in:
To perform this job successfully, an individual must be able to perform each essential job function assigned satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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