Administrative Assistant

Company Description Self Employed, Keller Wealth Management Group, LLC, is a privately operated financial services business serving clients in the New York City Metropolitan Area. The company focuses on personalized wealth management, financial planning, and client-centric advisory services. It offers tailored solutions designed to help individuals and families work toward their long-term financial goals. Team members collaborate closely with clients to provide attentive service, clear communication, and organized support for all aspects of their financial journey.
Role Description The Administrative Assistant is a full-time, on-site role based in the New York City Metropolitan Area. This position supports daily office operations, including managing calendars, scheduling appointments, organizing client files, and maintaining accurate records. The role involves answering and directing phone calls, handling email correspondence, preparing documents, and supporting executive-level administrative needs. The Administrative Assistant will help coordinate meetings, assist with basic client inquiries, and ensure the office environment is orderly and efficient. This role requires consistent professionalism, strong attention to detail, and the ability to prioritize multiple tasks in a fast-paced setting.
Qualifications

• Candidates should possess strong Administrative Assistance and Executive Administrative Assistance skills.
• Candidates should possess solid Phone Etiquette and Communication skills for client and internal interactions.
• Candidates should possess reliable Clerical Skills, including filing, data entry, and document preparation.
• Strong organizational skills, time management, and attention to detail.
• Proficiency with office productivity software (e.g., Microsoft Office or Google Workspace).
• Ability to handle confidential information with discretion and professionalism.
• Experience in financial services or professional office environments is beneficial.
• High school diploma or equivalent required; additional education or certifications in office administration are a plus.