Front Desk/Billing/Administrative position

Administrative Assistant

This role provides administrative support to multiple advisor teams within a fast-paced Central Operations environment focused on helping clients achieve their personal financial goals.

The position involves a wide range of operational and administrative tasks including preparation and handling of confidential materials, document management, expense reporting, and time-sensitive processes.

This position will ensure high-quality support through strong organization, attention to detail, and responsiveness to team needs in a collaborative setting.

Provide administrative support to multiple advisor teams including preparation, review, and editing of confidential correspondence

Perform document scanning, management, and archiving across multiple systems

Prepare travel expense and billing allocation reports

Handle preparation and processing of time-sensitive quarterly client tax payments

Support miscellaneous administrative projects as needed

Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook

Ability to work in a fast-paced environment and think clearly under pressure

Excellent communication skills with a team-focused approach

Extremely organized and detail-oriented

Experience with front desk reception or similar administrative support

Proven ability handling confidential and sensitive information

Experience managing competing priorities and deadlines

Background in scanning and digitizing documents along with electronic archiving

Experience preparing and reconciling travel and expense reports

Familiarity with time-sensitive tax-related processes

Reliability and understanding that the role is almost exclusively operational with no client interaction

Strong ability to support advisor teams with administrative and operational tasks