Administrative Assistant

Solera Asset Management is a growing financial services brokerage specializing in life insurance and retirement planning
. We are committed to helping individuals and families build long-term financial security while providing a professional, high-quality client experience.

We are looking for a full-time Administrative Assistant to support our team and help ensure smooth day-to-day office operations. This role includes assisting with scheduling, client communication, file preparation, and maintaining a welcoming office environment for our clients.

• Support daily office and administrative operations
• Answer phones and assist with client communication
• Prepare files and help coordinate client appointments
• Maintain organized client records and documentation
• Assist with ordering office supplies and general office needs
• Greet clients and maintain a professional front office environment

• Strong work ethic and high integrity
• Bilingual (English/Russian preferred)
• Comfortable speaking with clients on the phone and in person
• Organized, detail-oriented, and reliable
• Basic computer skills and office experience preferred
• Team-oriented with a willingness to learn and grow