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.
What You'll Do
- 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.
What We're Looking For
- 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.
Why Join Us?
- 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
