Financial Services Administrative Assistant

Join our dynamic financial services team as an Administrative Assistant, where your energy and organizational skills will drive efficiency and support our clients’ financial journeys. This role offers an exciting opportunity to be the backbone of daily operations, ensuring smooth communication, precise data management, and exceptional customer service. If you thrive in a fast-paced environment and are passionate about helping others succeed, this position is perfect for you! You will play a vital role in managing administrative tasks, supporting office functions, and maintaining a welcoming environment for clients and team members alike.

• Manage front desk responsibilities, greeting clients and visitors with professionalism and warmth.
• Service financial planning clients
• Maintain accurate records through data entry, filing, and document proofreading to ensure compliance and organization.
• Utilize office management tools such as QuickBooks, Microsoft Office, and Google Workspace to process transactions, prepare reports, and support bookkeeping activities.
• Support calendar management by scheduling appointments, meetings, and follow-ups for financial advisors or team members.
• Assist with clerical tasks including typing correspondence, preparing presentations, zoom meetings and organizing files for easy retrieval.
• Provide excellent customer service by addressing client needs promptly via phone or in person while maintaining professional phone etiquette.
• Support office operations by keeping our office in compliance and organized.
• Collaborate with team members on administrative projects to streamline processes and improve overall office productivity.
• Opening new accounts and servicing current accounts.

• Proficiency in QuickBooks for bookkeeping and financial record keeping.
• Strong office management skills with experience in clerical duties such as filing, data entry, and proofreading.
• Excellent computer literacy including Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace tools.
• Exceptional organizational skills with the ability to multitask effectively in a busy environment.
• organized, detail orientated and good communication skills needed.
• plan and organize client events
• Client mailings
• Previous office or administrative experience in a financial or banking or credit union setting is highly desirable.
• Strong time management skills to prioritize tasks efficiently throughout the day.

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person

Salary : $20 - $30