Job Description

ASAP START

Key Responsibilities:

• Serve as the first point of contact for clients and visitors; greet guests and provide a professional, welcoming experience.
• Provide administrative and operational support to advisors and staff, including preparing meeting materials, correspondence, and presentations.
• Coordinate office functions such as scheduling, supply ordering, and vendor communications.
• Assist with document management, data entry, and maintenance of client files and records.
• Support the preparation and distribution of client communications and marketing materials.
• Utilize Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other internal systems to manage workflow and documentation.
• Collaborate with colleagues to ensure efficient office operations and adherence to firm standards.
• Assist with payroll or other administrative tasks as needed

Qualifications:

• 3+ years of administrative or office management experience;
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); comfortable learning new systems.
• Exceptional attention to detail and organizational skills.
• Strong communication and interpersonal skills — able to interact effectively with clients and internal teams.
• Professional demeanor, reliability, and ability to maintain confidentiality.
• Must be available to work onsite five days per week

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