Office Administrative Assistant

We are a busy, established financial and retirement planning office in Jupiter, Florida, seeking a professional, friendly, and dependable part-time with opportunity for full-time
Receptionist/
Administrative Assistant to be the welcoming first point of contact for our clients and callers.

The ideal candidate has previous experience working in a professional office environment, is comfortable handling a busy multi-line telephone system, and enjoys helping both clients and coworkers. This is an excellent opportunity for someone who is organized, personable, detail-oriented, and takes pride in providing excellent service.

• Answer and direct incoming telephone calls in a professional and courteous manner
• Identify the purpose of each call and appropriately route calls to the correct advisor or staff member
• Greet clients and visitors and provide a warm, professional first impression
• Take accurate messages and ensure timely follow-up Assist with general administrative and office support duties
• Order and maintain office supplies and keep inventory organized
• Assist staff with client service and administrative tasks as needed
• Help prepare documents, mailings, and other office materials
• Maintain an organized and professional reception and common office area
• Coordinate basic office needs and communicate with vendors when necessary
• Handle confidential client and company information with discretion
• Support the team with additional administrative projects as needed

• Previous experience as a receptionist, administrative assistant, office coordinator, or in a similar professional office environment
• Strong telephone and customer service skills
• Clear, professional, and friendly communication style
• Comfortable answering multiple incoming calls and determining where calls should be directed
• Excellent organizational and time-management skills
• Strong attention to detail
• Proficient with basic computer programs, email, and Microsoft Office
• Dependable, punctual, and able to work independently
• Professional appearance and demeanor
• Ability to maintain confidentiality and handle sensitive client information appropriately
• Experience in a financial services, professional services, insurance, legal, medical, or similar office is a plus

Part-time, with a consistent schedule to be determined based on the needs of the office and the selected candidate. Opportunity for full-time if the right fit for both of us.

We are looking for someone who enjoys being the person who keeps the office organized and running smoothly. The right candidate will be comfortable interacting with clients, answering phones throughout the day, helping coworkers, and switching between tasks as priorities change.

If you are personable, organized, dependable, and have a strong professional telephone presence, we would like to hear from you.

Location:
Jupiter, Florida

Position:
Part-Time Receptionist/Admin Assistant with Opportunity for Full-Time