Administrative Assistant/Receptionist

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.

Responsibilities

Answer multi-line phone system

Handle and coordinate active calendars

Schedule and confirm meetings

Ensure file organization based on office protocol

Compile and enter client account data, details, and tasks in CRM

Manage and resolve client service problems

Assist advisors and clients accurately and efficiently with account paperwork

Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements

Support with any administrative tasks, as directed

Additional projects and tasks as assigned.

Qualifications

Strong interpersonal, customer service and communication skills

Ability to handle stress and prioritize multiple tasks

Proficient in Microsoft Office suite

Excellent attitude and client service orientation

Ethical, honest, high level of integrity and confidentiality

A genuine interest and commitment in serving and caring for other people

Strong attention to detail with extreme accuracy and high-quality work

High energy level and comfortable performing multi-faceted projects independently

Flexible and adaptable – must respond well to ongoing changes of a growing and evolving business and wants to be challenged

Excellent organizational, time management and problem-solving skills

Salary and Benefits

Competitive salary based on experience and qualifications

401(k) with company match

Generous time off policy