Administrative Assistant

Position Overview:

The Administrative Assistant will serve as a key support partner to leadership and brokers by managing incoming calls, client documentation, payroll tracking, and transactional records. This role is ideal for someone with experience in brokerage or financial services administration who is comfortable juggling multiple priorities and is interested in growing into an Administrative Lead role over time.

Key Responsibilities:

Answer and manage incoming calls from brokers (approximately 15–20 calls per day) Support brokers with client files, records, and transactional documentation Maintain and organize client records and internal spreadsheets Assist with payroll tracking using Excel spreadsheets Prepare and manage client mailers and perform mail merges Handle data entry and documentation using Microsoft Excel and Word Support transaction processing and recordkeeping Ensure accuracy and organization of brokerage management records Provide general administrative support to leadership to reduce workload and improve efficiency

Required Qualifications:

• Previous experience in administrative support, preferably within brokerage, financial services, or brokerage management
• Strong proficiency in Microsoft Excel and Microsoft Word
• Experience with mail merge, spreadsheets, and document management
• Strong attention to detail and organizational skills
• Professional communication skills, both written and verbal

Preferred Qualifications:

• Experience supporting brokers or working in a Broker‑Dealer environment
• Familiarity with transaction processing and client record management
• Interest in long‑term growth into an Administrative Lead role