Administrative Assistant

Job Overview
We are seeking a highly organized and professional Administrative Assistant to support our office operations. The ideal candidate will be responsible for managing daily administrative tasks, providing exceptional customer service, and ensuring smooth communication within the organization. This role requires strong computer literacy, excellent organizational skills, and the ability to handle multiple responsibilities efficiently. Bilingual abilities and experience with office management systems are considered a plus.

Duties

• Perform data entry, filing, and document proofreading to maintain accurate records
• Utilize Microsoft Office Suite for creating reports, spreadsheets, and correspondence
• Schedule appointments, manage calendars, and coordinate meetings using calendar management tools
• Provide customer support via phone and email, ensuring professional phone etiquette and excellent customer service
• Maintain office supplies inventory and ensure the office environment is organized and efficient
• Support management team with operational tasks related to financial services
• Fast past office environment

Skills

• Proficiency in Microsoft Office (Word, Excel, Outlook) and Google Workspace applications
• Strong organizational skills with excellent time management abilities
• Experience with data entry, filing, proofreading, and general clerical duties
• Previous office management or administrative experience is highly desirable
• Excellent customer service skills with proper phone etiquette and support capabilities
• Strong computer literacy with familiarity in office software and internet applications
• Ability to handle multiple tasks efficiently while maintaining attention to detail
• Experience with Redtail CRM, Orion, Netx360, Holistiplan, Pontera, Addepar all a plus.

This position offers an engaging work environment where organizational excellence and customer service are valued. The successful candidate will play a vital role in supporting daily operations while demonstrating professionalism and efficiency.

Job Type: Full-time

Pay: $55, $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending