Job Overview
I am seeking a highly organized Office Admin Support to join my team! This vital role ensures the smooth operation of daily office activities, providing exceptional administrative assistance and customer service. The ideal candidate will be energetic, detail-oriented, and possess strong multitasking skills. You will be the backbone of my financial practice, managing clerical tasks, client communications, and office management duties with enthusiasm and professionalism.
Duties
- Supporting the financial advisor with managing daily office tasks, organizing records, handling communication, and coordinating schedules to help a workplace run smoothly
- Operate multi-line phone systems, handle incoming calls, direct inquiries, and provide excellent customer support
- Maintain organized filing systems, including digital data entry and document proofreading to ensure accuracy
- Utilize CRM and integrate systematic approach to client service and onboarding.
- Learn financial planning software and create documents for meetings, client reviews etc.
- Assist with calendar management and scheduling appointments for clients and prospects
- Handle confidential information with discretion while supporting office management functions
- Perform clerical duties such as photocopying, faxing, mailing, and maintaining office supplies inventory
- Manage social media marketing concepts and updating content.
Skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and strong computer literacy skills
- Excellent organizational skills with the ability to prioritize tasks effectively
- Previous office experience or administrative support background preferred
- Strong interpersonal skills with exceptional phone etiquette and customer service orientation
- Self starter who can operate efficiently without oversight.
- Ability to type quickly and accurately while maintaining attention to detail
- Experience handling confidential information responsibly and professionally
- Effective time management skills to meet deadlines in a fast-paced environment
- Personal assistant experience or calendar management skills are a plus
Pay: $19.00 - $24.00 per hour
Benefits:
Application Question(s):
- Must pass background security check
Work Location: In person
