Role Overview
The LicensedAssistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This person collaborates closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast‑paced financial services environment.
Key Accountabilities
Client Support
- Act as the first point of contact for clients, answering questions and addressing service needs.
- Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
- Schedule and coordinate client meetings, preparing necessary documentation and reports.
- Respond promptly to client inquiries via phone, email, or in‑person interactions, ensuring excellent customer service.
Administrative Tasks