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Administrative Assistant

Company: Brio Financial Group
Location: San Francisco
Posted on: January 16, 2022

Job Description:

Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect complement to our already amazing team of five financial planners, three associate financial advisors, and four staff members!We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry.While a commitment to our clients best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters.Education and internal learning form the cornerstone for what makes us great.At the same time, our fun-spirited team approach creates an amazing office for both clients and team members.
The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.Responsibilities

  • Handle and coordinate active calendars
  • Schedule and confirm meetings
  • Sit in client/advisor meetings and dictate notes
  • Ensure file organization based on office protocol
  • Provide ad hoc support around office as needed
    • Bachelor's degree or equivalent experience
    • Strong interpersonal, customer service and communication skills
    • Ability to multitask
    • Proficient in Microsoft Office suiteby Jobble

Keywords: Brio Financial Group, San Francisco , Administrative Assistant, Administration, Clerical , San Francisco, California

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