Administrative Assistant- Financial Services

Job Overview
We are seeking a dynamic and detail-oriented Administrative Assistant specializing in Financial Services to join our team. This energetic role is vital in supporting daily office operations, managing financial documentation, and delivering exceptional customer support. The ideal candidate will bring a proactive attitude, excellent organizational skills, and a passion for maintaining efficient office workflows. If you thrive in a fast-paced environment and are eager to contribute to a professional financial setting, this opportunity is perfect for you!

Duties

• Serve as the front desk point of contact, greeting visitors and managing multi-line phone systems with professionalism and courtesy.
• Handle incoming calls with excellent phone etiquette, providing prompt assistance or directing inquiries to the appropriate team members.
• Manage calendar appointments, schedule meetings, and coordinate office events to ensure smooth daily operations.
• Organize and file financial documents, reports, and correspondence efficiently, ensuring easy retrieval and compliance with record-keeping standards.
• Support office management activities including supply inventory, equipment maintenance, and general clerical duties such as proofreading documents and preparing reports.
• Assist with customer support by responding to client inquiries, providing information about services, and ensuring a positive client experience.

Qualifications

• Proven experience in office management, clerical work, or administrative support within a financial or professional services environment.
• Strong computer literacy with proficiency in Microsoft Office (Word, Excel, Outlook), Google Workspace, and data entry skills.
• Experience with QuickBooks or similar bookkeeping software is highly preferred.
• Excellent organizational skills with the ability to multitask effectively in a busy setting.
• Demonstrated attention to detail in proofreading and document management tasks.
• Strong time management skills with the ability to prioritize tasks efficiently.
• Previous experience working at the front desk or handling multi-line phone systems is desirable.
• Knowledge of office etiquette, customer service principles, and professional communication standards. Join us in delivering outstanding administrative support within a vibrant financial services environment! We value proactive individuals who are eager to contribute their skills and grow professionally while helping us achieve operational excellence.
• Marketing/Social media experience a plus

Pay: $20.00 - $22.00 per hour

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Work Location: In person

Salary : $20 - $22