Job Description
Job DescriptionWe are a well established and client-focused Financial Advisory firm dedicated to helping individuals and businesses achieve their financial goals. Our team prides itself on professionalism, integrity, and providing exceptional service. We are seeking an organized and proactive Administrative Assistant to join our office and support the smooth operation of our daily activities.
Position Summary
The Administrative Assistant will be the first point of contact for clients and business partners, ensuring a professional and welcoming experience. This role involves managing incoming and outgoing calls, welcoming guests to the office, scheduling meetings, handling correspondence, overseeing office organization, and performing general administrative duties to support our advisors and staff.
Key Responsibilities
Answer and direct incoming calls in a courteous and professional manner
Make outgoing calls as needed for scheduling, follow-ups, and client communications
Manage calendars and schedule client appointments, meetings, and events
Greet clients and visitors, ensuring a positive first impression
Handle incoming and outgoing mail and packages
Maintain office supplies and ensure the workspace remains organized and functional
Prepare and edit documents, reports, and presentations as requested
Maintain accurate client and company records in our systems
Assist with special projects and administrative tasks as assigned
Qualifications
High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)
Previous experience in an administrative or office support role (financial services experience is a major plus)
Excellent verbal and written communication skills
Strong organizational skills with the ability to manage multiple priorities
Professional demeanor, reliability, and strong attention to detail
Ability to maintain confidentiality and handle sensitive information with discretion
Benefits:
6% Match in company 401(k)
Competitive salary
Paid time off and holidays
Retirement plan match
Professional development opportunities
This is not a remote position.