Administrative Assistant

Job Summary: We are seeking a highly organized and detail-oriented Administrative Assistant to support our financial advisor team and help maintain an efficient, client-focused office environment. This role involves daily interaction with clients, managing administrative operations, processing financial paperwork, and assisting with account servicing activities.

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Key Responsibilities:

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· Answer incoming phone calls and assist clients with routine requests and follow-up tasks

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· Schedule client appointments, send reminders, and coordinate follow-ups

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· Manage incoming and outgoing mail, including scanning, organizing, and processing documentation

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· Deposit checks and maintain accurate records and logs

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· Process client account transactions, including EFTs, wire transfers, Roth conversions, and other account requests

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· Prepare, complete, submit, and properly save required paperwork and forms

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· Assist with opening new client accounts and monitor paperwork through completion

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· Prepare forms and documents for advisors and clients as needed

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· Maintain and update client information within company systems

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· Prepare conference rooms for client meetings

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· Welcome clients to the office and provide a professional, hospitable experience

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Required Skills and Experience:

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· Bachelor’s degree

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· Excellent attention to detail and organizational skills

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· Strong communication and interpersonal skills

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· Ability to work independently and as part of a team

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· Ability to prioritize and handle time-sensitive tasks accurately

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· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

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· Ability to work in a fast-paced environment

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· Strong customer service and phone communication skills

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Benefits:

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•Competitive salary and performance-based bonuses

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•Health, dental, and vision insurance

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•Retirement plan with company match

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•Professional development opportunities

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•Friendly and collaborative work environment