What are the responsibilities and job description for the Administrative Assistant position at Constellation Financial Advisors, Inc?
Overview
We are a professional, client-focused financial planning firm seeking a reliable, organized, and personable Part-Time Office Manager to join our team. The position is an important part of our daily operations and provides administrative support while helping create a welcoming and professional experience for our clients. The Office Manager will oversee the day-to-day administrative functions of the office and work closely with our financial planning team. The ideal candidate is detail-oriented, professional, dependable, discreet and enjoys working in a small collaborative environment.
Responsibilities
- Manage daily office operations and administrative tasks.
- Answer phones, respond to emails using Microsoft Outlook, and communicate with clients professionally.
- Greet clients and provide a warm, welcoming experience.
- Schedule and coordinate client appointments and meetings. This involves managing calendars, send out invites/Zoom or evites.
- Maintain accurate and organized client records and office files.
- Provide administrative support to financial advisors and planners.
- Prepare correspondence, documents, reports, and presentations.
- Manage office supplies, mail, deliveries, and vendor communications.
- Assist with invoices, expenses, and basic office bookkeeping through Quickbooks.
- Maintain calendars and coordinate meetings and office events.
- Handle confidential client and company information with discretion.
- Help ensure the office remains organized, professional, and efficient.
- Assist with special projects, marketing and other administrative duties as needed.
- Proficiency in Redtail and FMG Suite as well as knowledge of investments, retirement and financial planning terminology recommended by not essential.
Pay: $26.50 - $32.50 per hour
Expected hours: 24.0 – 26.0 per week
Benefits:
- 401(k)
- Flexible schedule
- Paid time off
- Retirement plan
Education:
- Associate (Required)
Experience:
- Microsoft Office: 2 years (Required)
Language:
- English (Required)
Work Location: In person
Salary : $27 - $33