Administration Assistant

Job Description

Job Description

Job Summary:

As an Administrative Assistant , you will be the first point of contact for clients and play a key role in keeping the office organized, efficient, and client-friendly. You’ll handle phone calls, schedule appointments, support back-office operations, and assist financial advisors. Strong communication skills and computer literacy are essential. We’re looking for someone eager to learn and grow with the company.

Key Responsibilities:

• Greet clients and answer incoming calls in a professional, friendly manner

• Schedule meetings, manage calendars, and confirm client appointments

• Handle emails, data entry, and digital document management

• Assist with client onboarding, paperwork processing, and file organization

• Prepare client folders, reports, and follow-up communications

• Maintain CRM and financial planning systems with accurate and up-to-date information

• Support marketing activities including email campaigns, newsletters, and client outreach

• Coordinate with financial advisors to ensure smooth client service

• Handle confidential information with discretion

• Provide general administrative support to the office as needed

Qualifications:

• 1–3 years of experience in an administrative, receptionist, or customer service role

• Excellent verbal and written communication skills

• Strong computer literacy, including Microsoft Office (Word, Excel, Outlook) and basic familiarity with CRM or database systems

• Detail-oriented, organized, and proactive with strong time management skills

• Comfortable with multi-tasking and working in a fast-paced environment

• Professional demeanor and strong interpersonal skills

• High school diploma required; associate or bachelor’s degree preferred