Customer Relation Assistant I Admin Assistant I Call Center
Client Communication. Handling initial client inquiries, schedule appointments, and follow up on client requests.Most tasks of the day involve answering phone calls, responding to emails and managing the adviser’s calendar.Document Preparation. Assist in preparing client reports, financial plans, presentations, and other documents.Mostly, my job is more on the Research Team specifically, managing client’s Investments and Super. This mightinvolve formatting documents, proofreading and ensur