Job Description

Job Description

Job Description

Benefits/Perks

• Competitive Compensation
• Paid Time Off
• Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team for a busy, growing financial firm. You will be required to support clients, Financial Advisors and the managing partners. Strong communication, computer and organizational skills are a must and financial/broker dealer knowledge is preferred. This is a full time position in the office.
Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, filing, processing paperwork, placing various office orders etc . The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor. 

Responsibilities 

• Answer incoming phone calls and route them to the appropriate person
• Schedule appointments and maintain a calendar
• Organize meetings and take accurate minutes 
• Write emails, memos, and letters and distribute them appropriately
• Maintain an organized filing system
• Develop, update, and maintain relevant office procedures

Qualifications

• High school diploma/GED required, Associate’s degree or administrative training is preferred
• Previous experience as an Administrative Assistant ideally in the financial industry
• Familiarity with standard office equipment such as printers and fax machines
• Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
• Highly organized with excellent time management skills and the ability to prioritize projects

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