What are the responsibilities and job description for the Administrative Assistant position at QP Wealth Management?
Company Description
QP Wealth Management specializes in creating and managing financial plans tailored to the unique goals of entrepreneurs and their families. By focusing on personalized service and building deep relationships, we aim to help clients turn their visions into reality. With expertise ranging from portfolio management to tax strategies and alternative investments, our team provides a wide array of tools to support financial success. QP Wealth Management, LLC is a registered investment advisor dedicated to serving with purpose. Visit us at QPWealthManagement.com for more details.
Role Description
This is a full-time, on-site role for an Administrative Assistant located in Boca Raton, FL. Responsibilities include organizing and providing administrative support, managing schedules, handling communication via phone and email with professionalism, maintaining accurate records, and assisting with clerical tasks. The role also involves supporting executives with executive-level administrative tasks and ensuring a well-coordinated office environment.
Qualifications
- Strong administrative assistance and clerical skills to manage organizational tasks and maintain records
- Proficiency in executive administrative assistance, including calendar management and supporting senior leaders
- Excellent phone etiquette and communication skills to handle client and internal correspondence effectively
- Exceptional organizational abilities, attention to detail, and the ability to multitask efficiently
- Proficiency with relevant office software and tools, such as Microsoft Office
- Ability to work collaboratively in a professional office environment
- High school diploma or equivalent; additional qualifications in office administration are advantageous