Sr. Administrative Assistant

Job Description

Job Description We are looking for an experienced and organized Sr. Administrative Assistant to support daily office operations and deliver an excellent experience for clients in Columbus, Ohio. This Contract to permanent opportunity is ideal for someone who thrives in a client-facing environment, manages competing priorities with confidence, and brings strong attention to detail to administrative coordination. The person in this role will serve as a key point of contact for visitors and clients while providing dependable support to a Wealth Management Advisor and helping keep the office running smoothly.

• Welcome clients and visitors, oversee reception activities, and create a strong first impression in the office.
• Manage calendars, arrange appointments, and communicate scheduling details clearly with clients and internal stakeholders.
• Support new client setup by collecting required information and accurately entering records into the company CRM and related systems.
• Organize meetings from start to finish, including logistics, materials preparation, conference call coordination, and follow-up administrative tasks.
• Provide ongoing administrative assistance to the Wealth Management Advisor, helping prioritize daily activities and maintain efficient workflow.
• Maintain an orderly and inviting office setting while handling a broad range of administrative duties as business needs arise.
• Assist with client communications, intake activities, and documentation to ensure timely and accurate service delivery.
• Coordinate travel arrangements and help prepare business documents, reports, and other office correspondence as needed.

• At least 2 years of experience in an administrative support role.
• Prior experience in a front desk, reception, or other client-facing position is preferred.
• Strong organizational skills with the ability to manage multiple tasks and shifting priorities effectively.
• Clear verbal and written communication skills with a detail-oriented and service-oriented approach.
• Proficiency with Microsoft Office applications and comfort learning new business systems and CRM tools.
• Demonstrated ability to coordinate schedules, meetings, and client-related administrative processes with accuracy.
• Strong judgment and a commitment to delivering a high-quality client experience.