Administrative Professional

We’re looking for a motivated, detail-oriented Administrative Assistant to join our team! If you're organized, proactive, and thrive in a professional, client-focused environment, this is a great opportunity to grow within the financial services industry. Potential for Additional Benefits Responsibilities: • Coordinate any company parties, necessary appointments, or travel • Create and implement data entry protocols to streamline processes and increase productivity • Handle and coordinate active calendars • Handle incoming calls, schedule and confirm meetings • Ensure file organization based on office protocol • Provide general administrative support to financial advisors and office staff • Maintain records, documentation, and databases (CRM system, client files, etc.) Qualifications: • High school diploma or GED required • Customer service, bookkeeping, or administrative experience is preferred • Proficient in basic computer software and can quickly learn to use new programs • Shows great interpersonal skills and excellent written communication • Previous experience in an administrative or client service role (financial services a plus!) • Strong interpersonal, customer service and communication skills • Ability to multitask • Proficient in Microsoft Office suite (Word, Excel, Outlook) • Detailed - oriented, and able to handle confidential information • Friendly, team - focused attitude with a willingness to learn Compensation: $36,000 yearly

• Handle and coordinate active calendars • Handle incoming calls, schedule and confirm meetings • Ensure file organization based on office protocol • Provide general administrative support to financial advisors and office staff • Maintain records, documentation, and databases (CRM system, client files, etc.)

Compensation: $36,000 per year