What are the responsibilities and job description for the Executive Assistant position at Polychronis Wealth Management?
Company Description
Polychronis Wealth Management is a family business based in Rochester, NH that offers Wealth Management and retirement planning. We believe in taking care of our clients and creating a friendly and family like atmosphere.
Role Description
This is an on-site, full-time Administrative Assistant role located in Rochester, NH. The Administrative Assistant will handle daily clerical tasks, support executive-level staff, and communicate with clients professionally. Responsibilities include managing schedules, answering phone calls with proper etiquette, organizing documentation, and ensuring smooth office operations. The role is critical to maintaining an efficient and supportive work environment. We also have opportunities for social media management and career advancement if interested.
Qualifications
- Strong skills in Administrative Assistance, including organization and attention to detail.
- Professional Phone Etiquette and excellent interpersonal communication abilities.
- Experience in Executive Administrative Assistance to support high-level staff.
- Proficiency in Clerical Skills to manage documentation and office workflows.
- Ability to work independently, prioritize tasks, and meet deadlines.
- Familiarity with financial or investment services is a plus.
- High school diploma or equivalent; further education or certifications in administrative fields are advantageous.