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Gianola Financial Planning

Columbus, Ohio

NEW! NEW!
Young Wealth Management

Davis, California

Financial Planning Solutions, LLC Logo
Financial Planning Solutions, LLC

Newton, Massachusetts

Sky's Edge Wealth, Ameriprise Financial LLC Logo
Sky's Edge Wealth, Ameriprise Financial LLC

Madison, Wisconsin

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Woods Hole Oceanographic Institution

Woods Hole, Massachusetts

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Cable One

Phoenix, Arizona

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Univar Solutions

Downers Grove, Illinois

Temperature Equipment Corp (TEC/NEC) Logo
Temperature Equipment Corp (TEC/NEC)

Tinley Park, Illinois

Core Specialty

Cincinnati, Ohio

Videojet Technologies

Wood Dale, Illinois

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Great Lakes Dental Partners

Chicago, Illinois

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Senior Administrative Assistant
SummaryThe Senior Administrative Assistant reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities• Manage firm operations, tasks/responsibilities of support staff• Manage client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards• Research products and complex issue resolution• Deepen client relationships and establish credibility and rapport both in-person and via phone identif


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