We are seeking a reliable, detail-oriented, and proactive Administrative Assistant to join our team. This role requires a solid ability to manage multiple priorities while ensuring the office runs smoothly and efficiently. The successful candidate will be a self-starter who can work on their own and takes pride in supporting both daily operations and the overall team experience.
Key Responsibilities:
· Provide exceptional administrative support, task management, email management, document preparation, and filing.
· Coordinate client meetings and assist with client interactions
· Prepare and edit reports, presentations, and correspondence.
· Maintain accurate records, databases, and tracking systems.
· Assist in creating a welcoming and professional office environment for clients
· Support special projects and additional administrative tasks as assigned.
· Requirements
· At least two years of administrative experience and/or experience in the financial planning, insurance or wealth management industry is required; experience in the financial field is preferential.
· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and basic office software.
· Solid computer skills with the ability to learn new software quickly.
· Excellent organizational skills with the ability to prioritize tasks and manage time effectively in a fast-paced environment.
· Ability to type efficiently with a high level of accuracy.
· Strong proofreading skills to ensure quality in all written communications.
· Demonstrate customer service skills with a friendly demeanor and professional attitude.
· Must be reliable.
· What We Offer:
· A supportive and collaborative work environment.
· Opportunities to learn and grow professionally.
· Parking
· Competitive wages
· Schedule flexibility within regular business hours to accommodate appointments and personal needs.
If you are a motivated individual looking to contribute positively to our team while enhancing your skills, we encourage you to apply for this opportunity. All candidates must submit a cover letter and resume; however, only candidates who are selected for an interview will be contacted.
Job Types: Full-time, Permanent but possibility for reduced or part-time hours if required
Benefits:
- Parking
Experience:
- Administrative Assistant or financial services industry experience 2 years (required)
Work Location: In person with potential for some work from home days
Pay: $40,000.00-$50,000.00 per year
Benefits:
- Flexible schedule
- On-site parking
- Paid time off
Experience:
- Administrative or Financial Services Industry: 2 years (required)