Searching for a Financial Administrative Assistant to provide administrative and secretarial support to Financial Advisors through tasks related to organization and communication. Preference for individuals with background in the financial industry, however, a willingness, eagerness and ability to learn is acceptable. Examples of duties and responsibilities include, but are not limited to, the following: answering incoming phone calls; attending to office visitors/clients; clerical/secretarial duties (copying, faxing, mailing and etc., as well as receiving and sorting incoming mail); filing documents in our filing system; scheduling and coordinating meetings for the Financial Advisors; maintaining office supplies/equipment; assisting in daily office operations; managing general administrative activities; and assisting with confidential communications with clients. This position requires extensive use of computers, phones and technology. Computer skills and knowledge of Microsoft Office and Adobe software are required.
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Experience:
- Financial Concepts: 3 years (Preferred)
- Microsoft Office: 5 years (Preferred)
Work Location: In person
