What are the responsibilities and job description for the Administrative Assistant (Full-Time, 30–40 Hours/Week) position at Barberio Financial Services?
About the Role
We are seeking a highly organized, detail-oriented Administrative Assistant to support a growing financial services practice. This role is ideal for someone who takes pride in accuracy, professionalism, and client service, and who enjoys being a reliable, trusted part of a small team. This position plays a critical role in ensuring smooth daily operations, exceptional client experience, and efficient processing of new and existing business. This would be an in-office position in Red Bank, NJ.
Key Responsibilities
Client & Office Support
- Serve as primary administrative and client support, including appointment confirmations, email responses, and welcoming clients
- Prepare conference rooms and assist with day‑of appointment logistics
- Compile, complete, and submit new business and service paperwork
- Track pending business and follow up with custodians and back‑office teams
- Manage DocuSign entries, form submissions, and processing through completion
- Maintain accurate records of paperwork, checks, and outgoing items
- Handle scanning, faxing, mailing/UPS shipments, and general office organization
- Maintain database/CRM accuracy and support ongoing recordkeeping
- Adapt to changing priorities and provide flexible administrative support as needed
Qualifications & Skills
- Strong attention to detail and commitment to accuracy
- Excellent organizational and time-management skills
- Knowledge of Microsoft Office applications
- Ability to multitask and manage multiple priorities efficiently
- Ability to meet deadlines consistently
- Warm, professional communication style (especially on the phone)
- Comfortable working independently and taking ownership of tasks
- Financial services experience is highly preferred but not required
Compensation & Benefits:
- Hourly Pay Range: $25 – $35
- Flexibility with work hours
- Paid Holidays
- PTO
- Discounted membership to LifeTime Fitness
- Retirement Savings Plan available after 1 year of service
Pay: $25.00 - $35.00 per hour
Benefits:
- Flexible schedule
- Paid time off
- Retirement plan
Work Location: In person
Salary : $25 - $35