What are the responsibilities and job description for the Administrative Assistant position at Powell Financial Group?
About the Role:
Our established wealth management firm in Camarillo is seeking a professional, personable Administrative Assistant / Front Desk Receptionist to support our advisors and ensure a welcoming experience for our clients. This part-time, in-person position is ideal for a candidate who is organized, detail-oriented, and enjoys working in a team-oriented, client-focused environment.
Key Responsibilities:
- Serve as the first point of contact for clients and visitors; greet guests warmly and offer beverages to ensure a comfortable office experience.
- Answer incoming phone calls and assist clients with general inquiries in a professional and courteous manner.
- Receive and distribute mail and package deliveries daily.
- Schedule advisor review appointments and make client reminder calls.
- Create Zoom links for virtual appointments as needed.
- Assist with client meeting preparation, including assembling review reports, and maintaining organized client files.
- Order and maintain office supplies and marketing materials as needed.
- Make reservations as needed for team or client events.
- Assist with event planning and coordination for client appreciation or educational events.
- Send out client gifts, birthday cards, and anniversary cards (including hand-addressing envelopes).
- Participate in team meetings and contribute to maintaining a positive, efficient office environment.
Qualifications:
- Prior administrative or front-desk experience in a professional office environment preferred.
- Excellent communication and interpersonal skills with a warm, professional demeanor.
- Strong organizational skills and attention to detail.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook); experience with CRM systems is a plus.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced office.
- Discretion and professionalism when handling confidential financial and client information.
Work Environment:
This role requires physical presence in our Camarillo office
Monday through Thursday, 9:00 a.m. to 2:00 p.m.
Hourly wage: $19.00 - $22.00 Depending on experience
Salary : $19 - $22