Administrative Assistant
Formidable Asset Management
Cincinnati
08.2024 - 04.2025
- Managed and maintained client records and documentation in internal CRM systems to ensure accuracy and uphold SEC compliance standards.
- Responded to client inquiries and directed requests to appropriate team members.
- Supported advisors by preparing client files, performance reports, and meeting materials to facilitate yearly client reviews.
- Maintained office inventory for efficient operations and employee satisfaction.