Job Description
About the position
- Responsibilities
- Oversee daily office operations, including managing schedules, coordinating meetings, and maintaining office supplies.
- Assist with client inquiries, schedule appointments, and prepare necessary documentation for client meetings.
- Draft, proofread, and edit correspondence, reports, and presentations.
- Maintain and update client records and financial databases with accuracy and confidentiality.
- Handle incoming calls, emails, and mail, and perform general administrative duties as required.
- Requirements
- High school diploma or equivalent required; Associate's or Bachelor's degree in Business Administration or a related field preferred.
- Minimum of 2 years of administrative experience, preferably in the financial services or wealth management industry.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred.
- Excellent verbal and written communication skills.
- Strong organizational and multitasking abilities.
- Attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Comfortable with technology and able to learn new systems quickly.
- Proactive mindset and problem-solving skills.
- Nice-to-haves
- Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred.
- Benefits
- Hybrid work options available.
- Competitive hourly pay of $22-$26 depending on experience.
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