Administrative Assistant

Job Description

Job Description

Why You Want To Work Here

Join a professional and client focused wealth management office where your organization, communication skills, and attention to detail make a lasting impact. As the Administrative Assistant, you'll be the first point of contact for clients and play a key role in keeping daily office operations running smoothly while supporting advisors and delivering an exceptional client experience.

• Welcome clients and visitors with professionalism and warmth.
• Answer and direct incoming phone calls.
• Schedule client appointments, Zoom meetings, and office events.
• Maintain client records and office filing systems.
• Assist advisors with reports, paperwork, and administrative support.
• Coordinate mailings, correspondence, and marketing activities.
• Manage office supplies, inventory, and daily administrative operations.

• 3 to 5 years of administrative or professional customer service experience.
• Financial services experience is a plus.
• Bachelor's degree preferred.
• Strong Microsoft Office skills.
• Excellent communication and organizational abilities.
• Ability to manage multiple priorities while maintaining accuracy and confidentiality.
• Professional demeanor with a passion for providing outstanding customer service.

• Work in a collaborative and professional office environment.
• Build meaningful relationships with clients and advisors.
• Take on a diverse role with opportunities to grow your administrative expertise.
• Be an essential member of a team dedicated to delivering exceptional client service.

Full-time, Onsite

$22-25/hr