Administrative Assistant

Job Description

Join Our Dynamic Team!

Are you an organized, efficient, and versatile Administrative Assistant, ready to take on a challenging yet rewarding role? Stepwise Financial Inc., an innovative financial service company, is seeking a dedicated professional to join our team and provide comprehensive administrative support. This role is pivotal in ensuring the smooth operation of our office, offering support to our management team, and playing a key role in our company's success.

Key Responsibilities:

Serve as the first point of contact for incoming calls, providing friendly and efficient direction.

Manage and schedule appointments, ensuring optimal time management.

Coordinate and organize meetings, including minute-taking for accurate record-keeping.

Handle email correspondence, draft memos, letters, faxes, and forms with attention to detail.

Prepare reports and documents, contributing to the streamlined operation of the office.

Develop and maintain effective filing and organizational systems.

Update and uphold office policies and procedures, ensuring compliance and efficiency.

Manage office supplies inventory, sourcing new suppliers.

Maintain and update client database with high accuracy.

Offer a warm welcome and assistance to all office visitors.

Act as a liaison for client communications, maintaining professionalism and confidentiality.

Skills and Qualifications:

Proven track record as an Administrative Assistant, Office Administrator, or similar role.

Ability to learn new software and innovative technology.

Familiarity with office management tools and procedures.

Proficiency in MS Office suite, particularly Outlook.

Exceptional time management and prioritization abilities.

Keen attention to detail paired with strong problem-solving skills.

Outstanding written and verbal communication talents.

Solid organizational capacity, including the aptitude for multitasking.

A high school diploma is required; additional education or certifications in Office Administration is a plus.

We are looking for someone who can adapt to changing priorities with ease, bringing a proactive and forward-thinking approach to our team. If you have a background as an Administrative Assistant, particularly within our industry, you could be an excellent fit.

Why Join Stepwise Financial Inc?

At Stepwise Financial Inc., you’ll be part of a supportive and dynamic team, in an environment that encourages growth and development. We value our employees and strive to create a workplace where your contributions are recognized and celebrated.

We are dedicated to providing investment management and strategic wealth planning that is right for our clients. Simply put, we strive to be our client’s trusted advisors.

As a firm, our focus is to understand our clients' goals and develop a plan to reach them. We present an analysis and discuss our recommendations after reviewing our clients' goals and concerns for retirement. Together, we implement the recommendations and monitor your progress.

A strong planning process is the best way to create a sustainable and sound plan. It is crucial to create the right financial plan that seeks to protect our clients' needs now and in the future.