Job Description

We are seeking a highly organized and detail-oriented Administrative Professional to join our dynamic team in the financial services sector. The ideal candidate will provide essential administrative support to the CEO and team, to ensure smooth day-to-day operations. This is a great opportunity for someone looking to grow within the financial services industry.

Responsibilities:

• Provide administrative support to CEO, and other team members
• Manage calendars, schedule meetings, and coordinate appointments
• Handle confidential client information with discretion and professionalism
• Prepare and proofread documents, reports, and presentations
• Assist with client communications, including phone calls, emails, and correspondence
• Maintain and update client records in accordance with company policies
• Assist in the preparation of financial reports and presentations
• Organize and maintain office supplies, and assist with office maintenance
• Manage office filing system (both digital and physical)
• Manage office technology platforms
• Event planning and coordination for agency
• Perform other duties as assigned

Qualifications:

• 2 yr Associate Degree or Bachelor’s Degree preferred
• 2+ years of experience in an administrative support role in financial services or related industry
• Attention to detail and ability to work under pressure
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Ability to multitask and prioritize effectively
• Strong interpersonal skills and ability to work in a team environment
• Knowledge of financial terminology and practices is a plus

Salary & Benefits:

• Competitive salary commensurate with experience plus quarterly performance bonuses
• Supportive and collaborative work environment
• Paid time off and holidays
• Employer sponsored retirement plan with match
• Paid Dental and Eyecare Insurance

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