The Administrative Assistant works directly with the Financial Advisors and Case Managers, and provides administrative and tactical support to ensure client objectives are completed in a timely manner. This position requires extensive organizational skills and is responsible for calendar management,  paperwork. tracking compliance forms, reconfirms client meetings, manages the Advisor’s calendar to avoid schedule conflicts, manages all aspects of marketing events, continuing education requirement scheduling, special projects, scans forms, and fulfills other tasks as assigned in order that clients can receive outstanding and consistent service.

This position requires previous administrative assistant and/or secretarial experience. The ideal candidate will enjoy working with people, have a friendly phone voice and be able to prioritize tasks in a fast-paced and growing office.

Doyle & Associates is a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.