Job Overview:

Ready to make an impact? Lotus Women's Institute is recruiting for an experienced Executive Assistant/Office Manager at a thriving East Coast financial services firm. This role offers a chance to contribute to the company's success and build a rewarding career. This role will provide administrative support to the executive team and oversee the day-to-day operations of the office.

The successful candidate has already worked directly within a professional environment and is willing to take on more responsibilities over time. He/she will work directly with the CEO as his assistant to manage and implement employee benefits as well as ad-hoc projects. He/she will be the first point of contact for the firm by answering phones and welcoming clients in the office. Strong Excel, Word, Outlook, PowerPoint, and Adobe Acrobat skills are required. The ideal candidate will be a highly motivated individual who possesses excellent written and verbal communication skills and can work independently as well as in a team atmosphere. Tremendous opportunity to learn about the wealth management industry and grow within the firm.

Duties include:

• Maintaining meticulous client and firm records: This includes managing accurate and up-to-date corporate records, documents, reports, and vendor files, ensuring a smooth workflow.
• Orchestrating seamless client meetings: You'll manage scheduling, send reminders, and organize catering for both in-office client meetings and occasional firm events.
• Providing exceptional phone and client interaction: Answering incoming calls professionally and efficiently, forwarding them accordingly, and taking detailed messages when needed. You'll also be the first point of contact for visitors, welcoming them, identifying their purpose, and directing them to the appropriate person.
• Ensuring efficient mail and document management: You'll manage both incoming and outgoing mail, proofread documents for accuracy, and scan them for our paperless office environment.
• Supporting the team: Provide comprehensive daily administrative support to portfolio managers, financial planners, compliance managers, and the marketing director.

Qualifications:

• Integrity, honesty, and the highest ethical standard in every aspect of individual’s personal and professional life
• Be genuinely interested and passionate for helping people manage and grow their wealth.
• Have excellent written and verbal communication skills.
• A bachelor’s degree
• Minimum 1-2 years of administrative assistant experience to include office management responsibilities and customer service. Financial services industry knowledge is a plus but is not required.
• Proficiency in Microsoft Office Suite and working knowledge of Adobe Acrobat.
• Organized, detail-oriented, able to multi-task.
• Client-first attitude with compassion to help others.
• Team player, collaborative, able to work with others.
• Adaptability to work successfully in a small company environment.
• Available to work full time in an office environment (this is not a remote position).

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• administrative: 2 years (Required)

Ability to Commute:

• Rockville, MD 20852 (Required)

Ability to Relocate:

• Rockville, MD 20852: Relocate before starting work (Required)

Work Location: In person