What are the responsibilities and job description for the Administrative Assistant position at Northeast Planning Associates?
We are a prestigious investment firm in Southern New Hampshire seeking a high-quality, energetic individual to support our operations and client service team. This position reports directly to the Director of Operations and plays an important role in ensuring a smooth and professional client experience. This is an excellent opportunity for someone seeking part-time or “mother’s hours” in a professional, fast-paced environment.
Principal Responsibilities
- Manage calendars and schedule client meetings
- Support the Director of Operations and Financial Advisor team with meeting preparation and general administrative tasks
- Follow up on action items resulting from prospect and client meetings, including completing paperwork for investment and insurance products
- Facilitate client contribution and distribution requests
- Set up new client accounts and maintain accurate account information
- Process beneficiary updates and other account maintenance requests
- Prepare weekly and monthly reporting
- Maintain and update all client contact records
- Proactively assist with operational and client service needs
- Perform additional office administrative duties, including ordering office supplies and supporting day-to-day office operations
Required Knowledge, Skills & Competencies
- Positive attitude and exceptional client service skills
- Strong written and verbal communication abilities
- Excellent interpersonal skills and professionalism
- High attention to detail and accuracy
- Outstanding organizational and time management skills
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Self-starter who works well independently and collaboratively
- Ability to meet deadlines and follow through on responsibilities proactively
- Proficiency with Microsoft Office and general office technology preferred
Salary : $19 - $24