Job Description
Job Description
Job Summary:
As an Administrative Assistant, you will be the first point of contact for clients and play a key role in keeping the office organized, efficient, and client-friendly. You’ll handle phone calls, schedule appointments, support back-office operations, and assist financial advisors. Strong communication skills and computer literacy are essential. We’re looking for someone eager to learn and grow with the company.
Key Responsibilities:
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Greet clients and answer incoming calls in a professional, friendly manner
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Schedule meetings, manage calendars, and confirm client appointments
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Handle emails, data entry, and digital document management
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Assist with client onboarding, paperwork processing, and file organization
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Prepare client folders, reports, and follow-up communications
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Maintain CRM and financial planning systems with accurate and up-to-date information
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Support marketing activities including email campaigns, newsletters, and client outreach
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Coordinate with financial advisors to ensure smooth client service
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Handle confidential information with discretion
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Provide general administrative support to the office as needed
Qualifications:
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1–3 years of experience in an administrative, receptionist, or customer service role
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Excellent verbal and written communication skills
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Strong computer literacy, including Microsoft Office (Word, Excel, Outlook) and basic familiarity with CRM or database systems
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Detail-oriented, organized, and proactive with strong time management skills
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Comfortable with multi-tasking and working in a fast-paced environment
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Professional demeanor and strong interpersonal skills
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High school diploma required; associate or bachelor’s degree preferred