Entry Level Administrative Assistant

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance
• Competitive Compensation
• Paid Time Off
• 401(k)

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our final advisors, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

• Answer incoming phone calls and route them to the appropriate person
• Schedule appointments and maintain a calendar
• Prepare, process and maintain brokerage forms, agreements, disclosures, and compliance documents, ensuring accuracy and adherence to regulatory standards
• Maintain office supplies and order as needed
• Generate online reports for client meetings
• Maintain an organized filing system

• High school diploma/GED required, Associate’s degree or administrative training is preferred
• Previous experience as an Administrative Assistant or in a similar position
• Familiarity with standard office equipment such as printers and fax machines
• Excellent computer skills and knowledge of Microsoft Word, Outlook, and Power Point
• Highly organized with excellent time management skills and the ability to prioritize projects