Administrative Assistant
- Served as assistant to the financial advisor- Properly filled out, processed, and distributed forms and other paperwork while ensuring SEC and legal compliance - Served as a point of contact for clients and assisted them with essential paperwork and appointment scheduling - Created various financial reports for client meetings, attended client meetings and took detailed notes- Greeted clients - Utilized client management software to communicate with clients and maintain digital client files- Managed company social media and website - General administrative tasks including file organization, project management, and IT support