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Administrative Assistant

    Administrative Assistant - Davidson, United States - TalentBridge

    TalentBridge
    TalentBridge Davidson, United States

    2 weeks ago

    talentbridge background
    Banking / Loans
    Description
    • Would love someone to come in and help with overflow and data entry - need to enter data into their client account tool and scan physical documents, converting them into electronic copies, and shredding the physical documents.
    • Prefer candidates with prior experience in a client relationship role - maybe someone who's worked for a financial advisor, a wealth management firm, a legal firm, etc.
    • Personality: self-sufficient, can make conversation but also recognize that there's a lot of work to do, get things done quickly and accurately.


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