Office Assistant
Express Employment Professionals Defunct
Job Full Description Job Title: Office Assistant Location: Radford, VA
Position Summary
We are seeking a highly organized, detail-oriented Office Assistant to support the daily operations of a busy financial services office. The ideal candidate will provide administrative and client service support, helping ensure a professional, efficient, and welcoming environment for clients and staff. This role requires strong communication skills, exceptional attention to detail, and the ability to manage multiple priorities while maintaining confidentiality.
Key Responsibilities
2542
3225 North Franklin Street
Suite 10
Christiansburg, VA 24073
Position Summary
We are seeking a highly organized, detail-oriented Office Assistant to support the daily operations of a busy financial services office. The ideal candidate will provide administrative and client service support, helping ensure a professional, efficient, and welcoming environment for clients and staff. This role requires strong communication skills, exceptional attention to detail, and the ability to manage multiple priorities while maintaining confidentiality.
Key Responsibilities
- Greet clients and visitors in a professional and friendly manner.
- Answer and direct incoming phone calls and respond to client inquiries.
- Schedule appointments, maintain calendars, and coordinate meetings.
- Prepare, organize, and maintain client files and office records.
- Assist with processing paperwork, forms, and documentation related to client accounts.
- Enter and update information in office databases and CRM systems.
- Prepare correspondence, reports, and other administrative documents.
- Monitor office supplies and place orders as needed.
- Manage incoming and outgoing mail, email, and document distribution.
- Support advisors and office staff with administrative projects and daily operations.
- Maintain strict confidentiality of client and business information.
- Ensure compliance with office procedures and regulatory requirements.
- Perform additional administrative duties as assigned.
- High school diploma or equivalent required; associate degree preferred.
- Previous administrative, customer service, receptionist, or office support experience preferred.
- Strong organizational and time-management skills.
- Excellent verbal and written communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently and as part of a team.
- Professional appearance and demeanor.
- Strong attention to detail and accuracy.
- Ability to handle sensitive information with discretion.
- Experience working in a financial services, banking, insurance, or professional office environment.
- Familiarity with CRM software and electronic document management systems.
- Strong customer service orientation and relationship-building skills.
- Ability to sit, stand, and use standard office equipment for extended periods.
- Ability to lift and carry office materials up to 20 pounds occasionally.
2542
3225 North Franklin Street
Suite 10
Christiansburg, VA 24073
Vacancy posted 1 day ago
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