Administrative Assistant

Responsibilities

• Manage multiple Outlook calendars, schedule client meetings, and coordinate Zoom appointments.
• Serve as the first point of contact for clients both in-person and over the phone.
• Assist with document management, including sending, tracking, and organizing documents through Docu Sign.
• Greet visitors and maintain a clean, professional, and welcoming office environment.
• Support general administrative needs such as filing, mail handling, and office organization.

• Minimum education: High school diploma or equivalent (required).
• Experience using Outlook for email and calendar management (experience with multiple calendars is a plus).
• Excellent phone etiquette, communication skills, and professionalism.
• Quick learner with Docu Sign or similar electronic signature platforms.
• Prior experience working in an office environment.
• Reliable transportation and ability to work in-office full-time.
• Experience in a financial firm is preferred but not required.

• Highly organized and detail-oriented.
• Ability to multitask in a fast-paced environment.
• Friendly, professional, and client-focused demeanor.
• Comfortable learning new software and technology.

• Hourly rate is based on experience and reflects both industry background and technical skill level.

• Paid Time Off (PTO)
• Health, vision, and dental insurance
• 401(k) retirement plan
• Paid holidays

• Be part of a collaborative, supportive, and professional team environment.
• Gain hands‑on experience in the financial services industry.
• Opportunity for increased responsibilities and growth over time.