Marianne Kalinke

The Office Assistant plays a crucial role in supporting the daily operations of the financial advisor and the branch by providing administrative and clerical assistance to Financial Advisor and clients. This position requires a high level of organization, attention to detail, and the ability to handle confidential information with discretion and the ability to multi task.

Key Responsibilities:

• Client Communication:Answer phone calls and route them appropriately. Manage client correspondence, including emails and mail. Prepare and distribute client materials, such as reports and presentations. Assist with scheduling client meetings and appointments.
• Administrative Support:Maintain and update client files and records. Prepare and process invoices and other financial documents. Manage office supplies and equipment. Assist with data entry and other clerical tasks. Prepare reports and presentations.
• General Office Operations:Maintain a clean and organized office environment. Assist with opening and distributing mail. Perform other duties as assigned by FA
• Confidentiality:Handle sensitive and confidential client information with discretion. Maintain the security and integrity of company data.

The Office Assistant plays a crucial role in supporting the daily operations of the financial advisor and the branch by providing administrative and clerical assistance to Financial Advisor and clients. This position requires a high level of organization, attention to detail, and the ability to handle confidential information with discretion and the ability to multi task.

Key Responsibilities:

• Client Communication:Answer phone calls and route them appropriately.
  Manage client correspondence, including emails and mail.
  Prepare and distribute client materials, such as reports and presentations.
  Assist with scheduling client meetings and appointments.
  
• Administrative Support:Maintain and update client files and records.
  Prepare and process invoices and other financial documents.
  Manage office supplies and equipment.
  Assist with data entry and other clerical tasks.
  Prepare reports and presentations.
  
• General Office Operations:Maintain a clean and organized office environment.
  Assist with opening and distributing mail.
  Perform other duties as assigned by FA
  
• Confidentiality:Handle sensitive and confidential client information with discretion.
  Maintain the security and integrity of company data.