Job Overview:
Responsibilities:
Providing general office support, including but not limited to:
• Managing travel & expenses, including making travel arrangements and processing expenses for team members.
• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning.
• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones.
• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed.
• Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors.
• Assisting the Wealth Management Team in servicing clients, with a focus on operational excellence and customer service.
Qualifications:
• Proficiency in Word, Excel, PowerPoint and Outlook required.
• Bachelor's degree preferred but not required.
• A minimum of 2 years of work experience in a professional corporate environment.
• New graduates who have a desire to be in the financial services industry are also encouraged to apply.
• Strong written and verbal communication skills.
• Enjoys working in a team environment.
• Polished communication skills.
• Ability to multi-task and work in a fast-paced environment.
• Business professional environment and attire.
• Possess critical thinking skills and good judgment.
• Chooses to always operate with integrity and transparency.
Benefits Disclosure:
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
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