Regional Administrative Assistant
Current- ADMIN RESPONSIBILITIES
- Act as an administrative assistant to the Regional VP, Managing Director, Business Development Officer, two Senior Relation Managers, and four Relationship Managers
- Field calls for relationship managers servicing clients in Georgia, South Carolina, North Carolina, Mississippi, Alabama and Tennessee
- Liaise between the client and Advisor, Alliance, Tech Client Service, Marketing, Subject Matter Expert, and Bank Statement Support teams
- Attend client and monthly sales meetings with Managing Director and relationship managers and draft contact report detailing team’s next steps
- Draft sales team’s correspondences and process benefit and offer letters