Lwm Advisors

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include maintaining client records across internal systems, scheduling client meetings and assisting in preparation, sending documentation to clients, routine administrative tasks, data entry, and assisting with marketing efforts. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor. We are open to either a part-time or full-time position.

Responsibilities
- Maintain client records across internal systems

- Schedule client meetings and send preparatory information to clients
- Send digital and physical documents to clients and assist with completion
- Input data into Excel and software
- Help prepare for marketing efforts
- Assist with other administrative tasks as needed
- Opportunities for growth into client-facing tasks if desired, including, but not limited to,
participating in client meetings