Office Assistant

Job Description

Job Description

Office Assistant
Utica, NY

Our client, Strategic Financial Services, is seeking an Office Assistant to manage front office operations and provide administrative support. This role is responsible for greeting clients, handling incoming calls, and ensuring a smooth and professional office environment. In addition, the position provides executive assistant support to the CEO and Advisor Teams.

FIRM VALUES

Serve | Grow | Live

CORE RESPONSIBILITIESFront Office & Administrative Support

• Greet clients and visitors, manage incoming calls, and ensure a professional and welcoming office environment.
• Oversee daily mail, package processing, and general office upkeep, including ordering and restocking supplies.
• Partner with the Office Manager and vendors (janitorial, shredding, coffee/water, signage, etc.) to maintain office functionality.
• Provide executive assistant support to the CEO and Advisor Teams, including scheduling, travel coordination, and correspondence.
• Coordinate internal meetings and office events, managing logistics such as invitations, catering, and vendor support.

TECHNICAL SKILLS

• Demonstrates a warm, professional front-desk presence with exceptional interpersonal skills.
• Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines effectively.
• Communicates clearly and confidently, both in writing and verbally.
• Proficient in Microsoft 365 applications (Outlook, Word, Excel, Teams) with the ability to quickly learn new platforms such as SharePoint.

REQUIREMENTS

• 1–3 years in an administrative, office coordinator, executive assistant, receptionist, or similar role.
• Holds an active Notary Public commission or demonstrates willingness to obtain one upon hire.

BASE SALARY RANGE

$62,500-$80,000

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

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