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Holland Financial, Inc. Logo
Holland Financial, Inc.

Ormond Beach, Florida

Briaud Financial Advisors Logo
Briaud Financial Advisors

College Station, Texas

SyntheticFi Logo
SyntheticFi

United States - Nationwide

Ameriprise Logo
Ameriprise

Seattle, Washington

Colorado Housing And Finance Authority (CHFA)

Denver, Colorado

G&W Electric

Bolingbrook, Illinois

Ferguson Wellman Capital Management Logo
Ferguson Wellman Capital Management

Portland, Oregon

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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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