Administrative Assistant (Series 7 license required)

Job Description

Job Description

Benefits/Perks

• Competitive Compensation
• Paid Time Off
• Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor. 

Responsibilities 

• Answer incoming phone calls and route them to the appropriate person
• Schedule appointments and maintain a calendar
• Organize meetings and take accurate minutes 
• Write emails, memos, and letters and distribute them appropriately
• Contribute to company reports
• Maintain an organized filing system
• Develop, update, and maintain relevant office procedures

Qualifications

• Series 7 license required!
• High school diploma/GED preferred, Associate’s degree or administrative training a plus. 
• Previous experience as an Administrative Assistant or in a similar position
• Familiarity with standard office equipment such as printers and fax machines
• Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
• Highly organized with excellent time management skills and the ability to prioritize projects