- Handle Administrative duties including: answering phones, greeting clients and writing and editing correspondences
- Handle Daily Office Operations
- Support Director, Client Services with Quarterly Billing/Filing/Faxing
- Coordinate preparation of mailings, and various special projects
- Handle account maintenance (opening new accounts, address changes, etc.)
- Support Managers and Portfolio Managers (prep for meetings, reporting, scheduling)
- Manage BWFA Social Media Sites
Minimum Qualifications
- Education: HIgh School Diploma
- Experience: 3-5 years
- Skills: Strong attention to detail
- Ability to multi-task without error
- Excellent customer service skills
- Ability to work accurately & efficiently under pressure with tight deadlines
- Strong verbal & written communication skills; able to clearly explain to clients on the status of their accounts and related items
Preferred Qualifications
- Experience working with clients
- Familiarity with Veo (TD Ameritrade’s Account Management System)
- Knowledge of Portfolio Center
Please email your resume to Meghan Manas, mmanas@bwfa.com