Key skills
CRMCommunication
About this role
Role Overview
- Send, respond to, and manage emails using Microsoft Outlook.
- Make and receive phone calls on behalf of the Financial Advisor.
- Prepare, edit, and organize documents.
- Schedule meetings and manage calendars.
- Create and maintain reports.
- Assist with general administrative and organizational tasks.
Requirements
- Basic computer proficiency.
- Familiarity with Microsoft 365 (Word, Excel, Outlook, Teams).
- Strong verbal and written communication skills.
- Ability to work independently and manage time effectively.
- Willingness to learn new tasks and tools.
- Familiarity with CRM software is a plus.