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.