Administrative Associate
Salary undisclosed
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Role Description
This is a part-time on-site role for an Administrative Associate at FORZA Wealth Management in Sarasota, FL. The Administrative Associate will assist with client servicing, scheduling appointments, new account paperwork in digital and paper format, answering phones, online registration & maintenance for clients and general office duties. 20 hours/week spread over 4-5 days during business hours M-F.
Qualifications
- Customer Service expertise
- Strong organizational and time management skills
- Attention to detail and accuracy
- Ability to work effectively in a team environment
- Proficiency in MS Office (Word, Excel & Powerpoint)
- CRM and DocuSign experience
- Ability to learn mulitple custodial platforms and systems
- Experience in the financial services industry is a plus
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