Strategic Financial Services, Inc.
Office Assistant Job at Strategic Financial Services, Inc. in City of Utica
Strategic Financial Services, Inc., City of Utica, NY, United States
Overview
Office Assistant role for Strategic Financial Services, Utica, NY. Base pay range: $62,500.00/yr - $80,000.00/yr. The role manages front office operations, supports marketing initiatives, and provides light executive assistant support to the CEO and Advisor Teams.
CORE RESPONSIBILITIES
- Front Office & Administrative Support: Greet clients and visitors, manage incoming calls, and ensure a professional and welcoming office environment.
- Office Operations: Oversee daily mail, package processing, and general office upkeep, including ordering and restocking supplies.
- Vendor & Facility Coordination: Partner with the Office Manager and vendors to maintain office functionality.
- Executive Support: Provide support to the CEO and Advisor Teams, including scheduling, travel coordination, and correspondence.
- Meeting & Event Coordination: Organize internal meetings and office events, including invitations, catering, and vendor support.
MARKETING & EVENTS COORDINATION
- Plan and execute company-sponsored and branded events, managing logistics, vendors, and on-site execution.
- Maintain branded materials and client gifts, ensuring timely fulfillment for events and outreach initiatives.
- Manage the company’s social media activity by posting content, engaging with followers, and supporting brand consistency.
- Assist with marketing campaigns, communications, and other administrative tasks to ensure seamless execution.
TECHNICAL SKILLS
- Demonstrates a warm, professional front-desk presence with exceptional interpersonal skills.
- Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines.
- Clear and confident written and verbal communication.
- Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) with ability to learn new platforms such as SharePoint and social media scheduling tools.
REQUIREMENTS
- 1–3 years in an administrative, office coordinator, marketing assistant, or similar role.
- Experience with social media management tools and basic graphic design platforms (e.g., Canva).
- Skilled in event coordination, including vendor management, budget tracking, and timeline execution.
- Familiarity with CRM and marketing automation platforms (e.g., Salesforce).
- Holds an active Notary Public commission or willingness to obtain one upon hire.
BASE SALARY RANGE: $62,500-$80,000
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.