Team Administrator - Cleveland

Only for registered members Cleveland, United States

1 month ago

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Job summary

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams.


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  • Answering inbound phone calls or making outbound calls
  • Managing calendars including coordinating meetings or events with logistics such as material prep
  • Maintaining travel itineraries preparing expense reports managing reimbursement process

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