Office Administrative Assistant

Job Description

Job Description

We are seeking an Office Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success. We are a Financial Services and Estate Planning organization.

Responsibilities:

• Correspondences and other formal documents
• Plan and schedule appointments and events
• Greet and assist onsite guests
• Answer inbound telephone calls
• Outbound telephone calls to drive appointments
• Develop and implement organized filing systems
• Perform all other office tasks
• Compliance duties with Home Office
• Work with Financial Advisors and Attorneys servicing clients needs

Qualifications:

• Previous experience in office administration or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• ​Strong organizational skills
• Reliable Transportation
• Computer skills (Word, Excel, CMS)

Company DescriptionSmall Financial and Estate Planning Firm. You will work with seasoned advisors in a professional setting, working with clients to assist in documents, account openings, appointment setting (no cold calling!), etc.

Company Description

Small Financial and Estate Planning Firm. You will work with seasoned advisors in a professional setting, working with clients to assist in documents, account openings, appointment setting (no cold calling!), etc.