Administrative Associate

Job Description

Job Description

Overview: Rogers Wealth Group is seeking an energetic and responsible Administrative Associate (On-Site) who will perform a wide range of administrative and clerical duties to support daily office operations and client service functions. The ideal candidate will demonstrate excellent customer service skills, strong organizational abilities, and a high level of accuracy and attention to detail.

What You'll Do:

• Greet and assist clients in a professional and welcoming manner
• Answer, screen, and direct incoming phone calls
• Prepare, write, and distribute emails, letters, memos, and forms
• Process incoming and outgoing mail; deliver mail to the post office as needed
• Order and maintain office supplies
• Perform data entry and maintain accurate client records
• Post account activity to client accounts
• Assist with accounting-related tasks and document preparation
• Generate and assist with quarterly reports
• Print, assemble, and mail quarterly reports
• Count, scan, file, and organize documents
• Prepare distribution and loan documents
• Assist with client meeting preparation and cleanup
• Perform general office tasks, including light cleaning duties as needed (e.g., dishes)

What We're Looking For:

• Prior experience in an administrative or office support role required
• Strong data entry skills required
• Proficiency in Microsoft Office (Word, Excel, Outlook) required
• Strong verbal and written communication skills required
• Prior accounting experience preferred or required (as applicable)
• Highly organized with strong problem-solving skills and attention to detail
• Ability to multitask and work independently in a fast-paced environment

Compensation & Benefits:

• Competitive salary based on experience, certifications, and education
• Company pays 100% of employee’s health, long-term disability, and basic life insurance
• Voluntary dental/vision discount plan available
• 401(k) plan with enhanced safe harbor match 5%
• Annual performance-based bonus
• Paid holidays and paid time off
• Breakfast provided on Fridays
• Occasional shopping bonuses
• Opportunities for ongoing training and career advancement