Job Summary

Philadelphia Administrative Assistant

  • Location:
    Philadelphia, Pennsylvania
  • Job reference:
    US_EN_6_33209_59738225
  • Category:
    Content/Document Management
  • Contract Type:
    Contract/Temp to Hire

Now available in Philadelphia is a Administrative Assistant Position with one of the largest fortune 200 companies in the US!
 
Location: Philadelphia, PA
Hours: Monday - Friday 8 AM - 5 PM
Duration: 3+ Months Contract
Pay: TBD
 
Job Responsibilities:


  • The Associate is assigned to one or more Wealth Directors
  • The individual works closely with the Wealth Director(s) to assist in their marketing and sales efforts
  • Prepares sales presentations and does so with little supervision or direction
  • Responsible for account opening documentation and the account opening process
  • Track leads including pending business and new business
  • Researches and creates lists on potential prospect(s) as requested by Wealth Director(s)
  • Works with the Wealth Director(s) to retain and enhance current client relationships
  • Individual will assist (attend) with seminars, presentations and entertainment events
  • The individual will assist Wealth Director(s) with scheduling and maintaining their calendars, travel, expenses and database entry.



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