The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.

You will be handling incoming phone calls and other communications, greeting clients and visitors, as well as managing files, updating paperwork and other documents, and performing other general office clerk duties and errands.

Office Assistant Responsibilities:

• Handling incoming calls and other communications.
• Managing filing system.
• Recording information as needed.
• Greeting clients and visitors as needed.
• Updating paperwork, maintaining documents, and word processing.
• Helping organize and maintain office common areas.
• Performing general office clerk duties and errands.
• Organizing travel by booking accommodation and reservation needs as required.
• Coordinating events as necessary.
• Maintaining supply inventory.
• Maintaining office equipment as needed.
• Aiding with client reception as needed.
• Experience as a virtual assistant.

Office Assistant Requirements:

• High school diploma or associate’s degree.
• Experience as an office assistant or in a related field.
• Ability to write clearly and help with word processing when necessary.
• Warm personality with strong communication skills.
• Ability to work well under limited supervision.
• Great communication skills.
• Have a valid driver's license.