Administrative Assistant

Overview - 100% in office non- negotiable. The Administrative/Associate Client Service Representative candidate is an individual with administrative experience supporting staff and clients in a professional office environment. This person takes pride in developing meaningful relationships with employees and clients and approaches their work with a sense of urgency that exceeds client expectations. At the heart of each client relationship is a deep sense of trust, confidentiality and genuine sincerity to serve others. This position has the potential to grow into a full-time Client Service Representative role. Responsibilities • Receive incoming phone calls from clients, vendors and other external professional resources. • Provide administrative support to multiple financial advisors and staff members directly related to serving clients. • Oversee office management including ordering supplies, mail distribution, client meeting preparation and other similar duties, as required. • Contribute to the quarterly report production process. • Provide back up support to the client service team, as required. Skills and Qualifications • 3 years’ administrative experience in a professional office environment. Undergraduate degree preferred. • Good understanding of back-office operations, policies and procedures. • Demonstrated experience working with professional staff with meticulous attention to detail. • Experience maintaining and protecting sensitive and confidential information. • Project a highly professional and confident appearance with the ability to adapt to a variety of employee and client expectations. • Strong verbal and written communication skills. • Self-directed, highly organized individual with demonstrated ability to work in a fast-paced, flexible environment. • Intermediate knowledge of Microsoft Office products. • Brokerage and investment advisory firm experience preferred. • Experience using CRMs, preferred. GREAT OPPORTUNITY, WORK LIFE BALANCE, GROWTH POTENTIAL, LOCAL CANDIDATES ONLY