Administrative Assistant

Administrative AssistantTakeaway: This role is ideal for someone outgoing, detail-oriented, highly organized, and confident working in a busy, fast-changing financial services office.Position SummaryThe Administrative Assistant is a key operational support role for a local financial services firm. As the first point of contact for clients and visitors, this position ensures smooth daily operations and supports the Branch Manager/Wealth Advisors.

The role requires professionalism, strong business knowledge, and the ability to manage sensitive information with accuracy and discretion.ResponsibilitiesDeliver exceptional customer service to clients and office visitorsSupport daily office operations, scheduling, and workflow coordinationPrepare, edit, and organize documents using Microsoft Word, Excel, and PublisherManage incoming calls, emails, and client inquiriesAssist with business documentation and financial terminologyOperate office equipment including computers, fax machines, scanners, and periodicalsMaintain a clean and organized office environmentLift up to 25 lbs as neededRequired Skills & QualificationsExcellent organizational and time-management skillsAbility to multitask and meet tight deadlinesStrong attention to detailExtremely computer-proficient; Excel experience preferredProfessional background with knowledge of business principles and financial terminologyOffice experience; team leadership experience a plusOutgoing, personable, and customer-service orientedB.A. degree or Associate's degree (or equivalent experience)Schedule & CompensationPart-time to start: 18–20 hours per weekPotential to transition to full-timePay rate: $20 per hourIdeal Candidate ProfileSomeone who thrives in a busy, ever-changing environment, communicates professionally, and enjoys being the operational anchor of the office.