Job Description
Description We are looking for a Financial Administrative Assistant to support daily operations in Florence, Kentucky. This position blends administrative coordination with financial documentation, client support, and record management in a services environment. The ideal candidate is highly organized, communicates effectively, and can manage confidential information with care while keeping multiple priorities on track.
Responsibilities:
• Support advisors, managers, and leadership with day-to-day administrative coordination, document preparation, and follow-up activities.
• Create, organize, and distribute financial reports, client correspondence, and account-related summaries with a high level of accuracy.
• Maintain up-to-date client files, account records, and compliance documentation to support regulatory and internal standards.
• Prepare onboarding materials for new clients and assist with updates, changes, and ongoing account administration.
• Process inv...
Responsibilities:
• Support advisors, managers, and leadership with day-to-day administrative coordination, document preparation, and follow-up activities.
• Create, organize, and distribute financial reports, client correspondence, and account-related summaries with a high level of accuracy.
• Maintain up-to-date client files, account records, and compliance documentation to support regulatory and internal standards.
• Prepare onboarding materials for new clients and assist with updates, changes, and ongoing account administration.
• Process inv...