Administrative Assistant role providing customer support through phone and WhatsApp at Dasa, largest integrated healthcare network in Brazil. Involves administrative tasks and client interactions.
About the role
- Client Admin Assistant at Tempo Wealth, a financial planning firm, managing client workflows and administrative tasks. Role includes meeting scheduling and data management with a focus on organization and detail.
Responsibilities
- Client meeting scheduling, including zoom/teams links and reminders
- Update client/prospect info across several internal systems and clean up client data as needed
- Assist with firm mailings and event coordination
- Track firm prospects and update info about prospects from advisors’ meetings
- Review and finalize client meeting notes from advisors’ meetings and assign tasks as appropriate from the notes
- Client meeting follow-up reminders
Requirements
- Minimum 1 year of experience in a professional office admin role
- Excellent written and verbal communication skills
- Warm communication with clients
- Tech-savvy, with the ability to learn quickly
- Organized and detail-oriented
- Problem solving and independent worker – we do not micromanage
Benefits
- Company-paid health insurance
- 401(k) with safe harbor contribution
- Group life and disability insurance
- Generous paid time off (PTO)
- 18 annual holidays
- Half-day Fridays throughout the summer
Job title
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Experience level
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