Join Our Team: Administrative Assistant at South Shore Investment Services

Join Our Team: Administrative Assistant at South Shore Investment Services

Are you an organized and detail-oriented individual with a passion for supporting a dynamic team in the world of finance? If so, we have an exciting opportunity for you! South Shore Investment Services , a leading name in the wealth management industry, is seeking a skilled Administrative Assistant to join our dedicated team.

About Us: At South Shore Investment Services , we pride ourselves on delivering exceptional financial solutions to our clients. Our team of experts specializes in helping individuals and businesses achieve their financial goals through sound investment strategies and comprehensive wealth management services. We are dedicated to providing the highest level of service and expertise in the industry.

Position: Administrative Assistant

Location: Norwell MA

What You'll Do: As an Administrative Assistant, you will be a crucial part of our team, responsible for ensuring the smooth and efficient operation of our office. Your responsibilities will include:

• Client Support: Assist in managing client relationships, including scheduling meetings, preparing documents, and providing exceptional service.
• Office Management: Maintain office organization, order supplies, manage incoming and outgoing mail, and ensure a tidy and efficient work environment.
• Data Entry: Accurately input and maintain client data, financial records, and other information.
• Calendar Management: Coordinate and manage calendars, scheduling appointments and meetings for the team.
• Document Preparation: Prepare, proofread, and edit documents, reports, and correspondence as required.
• Phone and Email Management: Handle phone calls and emails professionally and promptly, directing inquiries as needed.
• Team Support: Assist team members with various tasks and projects as requested.

Qualifications:

• Proven experience in an administrative role, preferably in the financial industry.
• Proficiency in Microsoft Office Suite and other relevant software.
• Excellent communication and interpersonal skills.
• Exceptional organizational skills and attention to detail.
• Ability to handle sensitive and confidential information with discretion.
• Self-motivated and a team player.
• An interest in finance or wealth management is a plus.

Why South Shore Investment Services:

• Competitive Pay and benefits package.
• Opportunities for professional growth and development.
• A collaborative and supportive work environment.
• Exposure to the dynamic field of wealth management.
• Make a real impact in helping clients achieve their financial goals.

If you're ready to take the next step in your career and contribute to our mission of providing top-notch financial services, we invite you to join our team at South Shore Investment Services . Apply today by sending your resume and a cover letter outlining your relevant experience to [email protected]. We look forward to welcoming a new member to our team who shares our commitment to excellence.

South Shore Investment Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Customer service: 3 years (Preferred)

Work Location: In person