Administrative Assistant

Job Description

ABOUT JOB

. We’re seeking an Administrative Professional to support our advisors and clients . The role is ideal for someone who enjoys helping people, creating a welcoming environment, and keeping the office running smoothly behind the scenes.

Our company offers a competitive compensation package, professional development support, and career advancement opportunities.

Key Responsibilities

• Answering phones, routing calls, and taking accurate messages
• Managing calendars and scheduling client appointments
• Supporting client onboarding tasks and workflow steps
• Ensuring accuracy, proper documentation, and adherence to firm procedures
• Light administrative work: scanning, filing, organizing documents
• Inbox monitoring and routing emails to the appropriate team members
• Updating CRM records and entering basic client information
• Maintaining office organization, supplies, and general tidiness
• Protect client confidentiality and handle sensitive information with discretion

Preferred Qualifications

• High school diploma or equivalent required
• Previous experience in a receptionist, administrative, or client‑service role
• Strong attention to detail and accuracy, especially with client information and money movement forms
• Comfort with basic office technology (phones, email, scanning, scheduling tools, CRM basics)
• Ability to multitask and stay organized in a steady, client‑focused environment
• Financial services experience is a plus but not required

Education

High School (HS) (Required)

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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