What are the responsibilities and job description for the Administrative Assistant (local Candidates only) position at Livelsberger Financial Advisory?
We are seeking a detail-oriented and organized Administrative Assistant to join our team. This role plays a key part in supporting daily operations and assisting with client-facing and internal administrative tasks to help drive overall company success.
Responsibilities:
- Provide administrative support to the team, including managing clerical tasks and office operations
- Assist with client portfolios, including organizing documentation and supporting ongoing account needs
- Prepare and help compile annual reports and other client-related materials
- Draft correspondence, emails, and other formal documents
- Plan and schedule appointments, meetings, and events
- Greet and assist onsite guests in a professional manner
- Answer inbound telephone calls and route inquiries appropriately
- Develop, maintain, and organize filing systems (digital and physical)
- Perform general office duties as needed
Qualifications:
- Previous experience in office administration or a related field
- Proficiency in Microsoft Word, Excel, and Outlook
- Strong ability to prioritize tasks and multitask in a fast-paced environment
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
- Experience working with client portfolios or financial/insurance documentation is a plus
- Health and Life Insurance license is a plus, but not required
Compensation:
- Salary is based on experience
Job Type: Full-time
Pay: $25,000.00 - $35,000.00 per year
Benefits:
- Retirement plan
Experience:
- Microsoft Excel: 1 year (Preferred)
- Microsoft Word: 1 year (Preferred)
Work Location: In person
Salary : $25,000 - $35,000