Administrative Assistant

Administrative Assistant

Takeaway: This role is ideal for someone outgoing, detail-oriented, highly organized , and confident working in a busy, fast-changing financial services office .

Position Summary

The 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.

Responsibilities

• Deliver exceptional customer service to clients and office visitors
• Support daily office operations, scheduling, and workflow coordination
• Prepare, edit, and organize documents using Microsoft Word, Excel, and Publisher
• Manage incoming calls, emails, and client inquiries
• Assist with business documentation and financial terminology
• Operate office equipment including computers, fax machines, scanners, and periodicals
• Maintain a clean and organized office environment
• Lift up to 25 lbs as needed

Required Skills & Qualifications

• Excellent organizational and time-management skills
• Ability to multitask and meet tight deadlines
• Strong attention to detail
• Extremely computer-proficient; Excel experience preferred
• Professional background with knowledge of business principles and financial terminology
• Office experience; team leadership experience a plus
• Outgoing, personable, and customer-service oriented
• B.A. degree or Associate's degree (or equivalent experience)

Schedule & Compensation

• Part-time to start: 18-20 hours per week
• Potential to transition to full-time
• Pay rate: $20 per hour

Ideal Candidate Profile

Someone who thrives in a busy, ever-changing environment , communicates professionally, and enjoys being the operational anchor of the office.