What are the responsibilities and job description for the Front Desk / Administrative Assistant position at Vertex Wealth Advisors?
Overview
We are seeking a highly organized and personable Front Desk / Administrative Assistant to join our team. This role is vital in ensuring smooth office operations, providing exceptional customer service, and supporting various administrative functions. The ideal candidate will be proficient with computer applications, demonstrate excellent communication abilities, and assist in daily business operations.
Responsibilities
- Schedule client and prospect appointments, prepare meeting materials.
- Conduct appointment reminder calls and follow-up communications.
- Maintain client management system (CRM) and document client interactions.
- Prepare correspondence for advisor signature and track client materials.
- Process incoming and outgoing mail, manage UPS shipments and outgoing mail logs.
- Support advisors and team members with administrative tasks and compliance requirements.
Qualifications
- Proven experience in office administration or clerical roles
- Strong computer literacy with proficiency in Microsoft Office (Word, Excel, Outlook), Salesforce CRM, multi-line phone system
- Excellent organizational skills with the ability to multitask effectively in a fast-paced environment
- Exceptional communication skills, both verbal and written
- Attention to detail with proofreading and data accuracy capabilities
- Prior administrative assistant experience is preferred
Pay: $19.00 - $28.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
Work Location: In person
Salary : $19 - $28