What are the responsibilities and job description for the Administrative Assistant position at Serenity Wealth Management?
Job Summary
We are seeking a dynamic and highly organized Administrative Assistant join our team and help us grow! In this vital role, you will serve as the backbone of our office operations, providing exceptional administrative support to ensure smooth daily functions. Your energetic approach and attention to detail will help foster an efficient, welcoming environment for clients, visitors, and team members alike. This position offers an exciting opportunity to utilize your office management skills, technical proficiency, and customer service expertise to make a meaningful impact every day.
Duties
- Assist Financial Advisor with managing client and company calls, requests, meetings with professionalism, ensuring clear and courteous communication at all times
- Perform data entry and maintain accurate records using spreadsheets, word processing, and Customer Relations Management software.
- Managing appointments, and directing inquiries with excellent phone etiquette
- Assist with office management tasks such as supply inventory, equipment maintenance, and coordinating technical support when necessary
- Provide exceptional customer support by addressing client questions promptly and professionally
Experience
- Experience in a Wealth Management firm with experience with new client forms, Redtail CRM a strong plus but not a requirement.
- Proven clerical experience in an office environment with strong organizational skills
- Demonstrated proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with spreadsheets and data entry tasks
- Prior experience with office management duties such as calendar coordination, filing systems, and supply ordering preferred
- Strong computer literacy including technical proficiency with productivity software and typing accuracy
- Excellent time management skills with the ability to prioritize tasks efficiently while maintaining attention to detailJoin us as an Administrative Assistant where your enthusiasm for organization, customer service excellence, and technical skills will help drive our success. We value energetic professionals eager to contribute their talents in a supportive environment that encourages growth. This paid position offers a rewarding chance to develop your career while supporting our vibrant team!
Pay: $21.00 per hour
Benefits:
- Paid time off
Work Location: In person
Salary : $21