Office Assistant

Position Description

Our team is actively seeking an Administrative Assistant for our Newport Office. A successful candidate must embody our values of treating all people with respect, never compromising our integrity, and delighting our clients. The ideal candidate will also embrace our team culture and help us fulfill our promise to care deeply about our clients and their financial lives.

• Front Office Support:
  Provide a warm and welcoming environment for clients and guests visiting the office.
• Reception & Communication:
  Answer incoming phone calls, greet walk-ins, and assist with general client inquiries by phone and email.
• Scheduling Support:
  Assist with appointment scheduling, confirmations, and follow-up tasks for Financial Advisors and the Client Services team.
• Meeting Preparation:
  Help prepare for client appointments by organizing materials and ensuring rooms are ready, with potential for para-planning support as skills grow.
• Office Operations:
  Support the office with day-to-day needs such as organizing files, scanning documents, ordering supplies, coordinating team member celebrations, and maintaining
  a professional office environment.
• Business Services Support:
  Provide assistance with firm-wide services and projects, including administrative tasks that help Financial Advisors, clients, and prospects.
• Tax Season Support:
  Assist the tax side of the business during peak season with administrative tasks, document handling, and client communication support.
• Team
  
  Collaboration:
  
  Partner with the Client Services team across locations, providing flexible support where needed and learning foundational CSA skills.
• Technology Support:
  Assist with basic tech needs such as printing, scanning, setting up video calls, and organizing electronic files.

• Minimum 1 year of clerical/administrative experience
• Minimum 1 year of customer service experience