Administrative Assistant Position Available In Lackawanna, Pennsylvania

Administrative Assistant Capstone Wealth Management Group

LLC 1202

Meade St, Dunmore, PA 18512 We are seeking a highly organized and meticulous Administrative Assistant to provide comprehensive administrative support and develop into a key player in our firm. The financial advisor assistant will be responsible for providing administrative and operational support to financial advisors in a fast-paced financial planning office. This position requires a proactive individual who can work confidentially and independently while conducting numerous assignments and handle multiple tasks efficiently while maintaining a high level of professionalism. This role starts with essential administrative and client service responsibilities but is designed for someone who is ready to learn, grow, and take on more responsibility over time.

Key Responsibilities:

Client Management:

Assisting with client interactions, scheduling meetings, and preparing necessary documents.

Administrative Support:

Managing calendars, preparing correspondence, and handling office tasks.

Communication:

Answering phone calls, responding to emails, and managing client inquiries.

Office Management:

Ordering supplies, maintaining office equipment, and managing client files.

Skills and Qualities:

Strong organizational skills: Ability to manage multiple tasks and priorities effectively.

Excellent communication skills:

Ability to interact professionally with clients and colleagues.

Attention to detail:

Accuracy is crucial in financial paperwork and data entry.

Computer proficiency:

Familiarity with financial software and other relevant programs.

Critical thinking skills:

Ability to identify and resolve issues efficiently.

Interpersonal skills:

Ability to build rapport with clients and create a positive working environment.

Job Types:

Full-time, Part-time Pay:

$17.00 – $25.00 per hour Expected hours: 40 per week

Benefits:

Flexible schedule Paid time off

Schedule:

8 hour shift

Work Location:

In person