Job Description
Job Overview
We are seeking a highly organized, detail-oriented Administrative Associate to join our team in a full-time, in-person role. In this essential position, you will play a key role in ensuring the smooth day-to-day operations of our office. The ideal candidate is proactive, professional, and detail-oriented. Strong communication skills and a passion for supporting others are a must.
Key Responsibilities
· Front Desk & Reception
o Greet and welcome clients in a professional and friendly manner
o Answer, screen, and direct incoming phone calls with efficiency and courtesy
o Maintain a clean and organized reception area
o Assist with office management tasks to ensure operational efficiency
· Client Service & Support
o Deliver exceptional customer service to clients and internal team members
o Assist clients with account paperwork, both digital and physical, including online registration and account maintenance
o Support clients with general inquiries and provide guidance when needed
· Administrative Support
o Perform general administrative tasks such as data entry, filing, and photocopying
o Assist in preparing materials for client meetings
o Provide day-to-day support to team members as needed
Required Skills & Qualifications
- Experience in the financial services industry is preferred but not required.
- Strong attention to detail with a focus on accurate data entry.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint), CRM systems, and DocuSign.
- Quick learner with the ability to adapt to new platforms and custodial systems.
- Excellent organizational and time management skills, with the ability to prioritize tasks effectively
- Knowledge of phone systems to handle incoming calls professionally.
- Outstanding customer service skills with a focus on building and maintaining positive client relationships.
- Previous experience in customer support is a plus.
- Ability to work both independently and collaboratively in a team-oriented environment.
If you are passionate about providing administrative support and thrive in client servicing, we encourage you to apply for the Administrative Associate position.
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 40 per week
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person