Job Summary:

We are seeking a detail-oriented Administrative Assistant to join our team. The ideal candidate will provide support to ensure efficient operations in our office environment through use of strong organizational and communication skills.

Responsibilities:

- Greet and assist clients and other visitors in a professional manner
- Answer and direct phone calls using proper phone systems etiquette
- Proactively schedule client appointments and manage calendars
- Compile client data in preparation of client meetings
- Assist with client inquiries and provide exceptional customer service

- Process incoming mail
- Manage small business projects such as copying, scanning, and filing
- Assist with organizing and maintaining office supplies inventory

- Respond to ad hoc requests and additions to job responsibilities as needed

Requirements:

- Proven work experience as an Administrative Assistant or similar role

- Experience in financial planning industry a plus
- Knowledge of CRM powered by Salesforce, Microsoft Teams and Outlook a plus

- Strong organizational skills with the ability to prioritize tasks
- Excellent communication skills, both written and verbal
- Ability to multitask and work effectively under pressure
- Familiarity with front desk operations and customer service best practices

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Schedule:

• 8 hour shift

Work Location: In person