Administrative Assistant

Job Overview
We are seeking a highly organized and detail- oriented Administrative Assistant to join our fast-paced financial services firm. This vital role involves providing comprehensive administrative support to ensure the smooth and efficient operation of a Multi-million dollar practice. The ideal candidate will be proactive, detail-oriented, and possess excellent communication skills, with the ability to manage multiple tasks seamlessly. This role is ideal for a motivated professional who thrives in a structured environment, values accuracy, and takes pride in contributing to a team-driven culture.

Responsibilities

• Manage multi-line phone systems with professionalism, ensuring prompt and courteous customer service
• Assist with data entry, filing, and processing transactions
• Coordinate calendar management and schedule appointments
• Prepare and format documents, reports, and client correspondence
• Provide administrative support to advisors and team members
• Maintain client files and ensure accurate recordkeeping
• Support daily office operations and workflow coordination
• Provide exceptional customer support through clear phone etiquette and attentive service to clients and visitors
• Uphold confidentiality and professional standards at all times

Qualifications

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook required)
• Strong computer skills and digital literacy, including comfort navigating web-based platforms and cloud based systems
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to prioritize tasks efficiently and meet dead lines in a fast paced environment
• Professional demeanor and polished communication skills

Preferred (not required)

• Prior experience in a high performance or results driven office environment
• Experience in financial services or professional services industry
• Associate or Bachelor's degree

Work Environment & Expectations

• Professional office setting; business professional attire required
• On-site position (remote work not available)
• Collaborative, team-oriented culture focused on excellence and client service
• Background and fingerprinting required

Compensation and Benefits

• Competitive compensation based on experience
• Benefits available upon successful completion of a 60 day introductory period
• Oppourtunities for professional growth and upward mobility within the organization

Job Type: Full-time

Pay: $22.00 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Work Location: In person