Administrative Assistant

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