Wealth Advisor Admin Position Available In Norfolk, Massachusetts

Description The Administrative Assistant is the first point of contact for clients and callers, ensuring a welcoming and delightful experience. This role involves managing the front desk, providing administrative support to the financial advisors, and facilities effective communication across the organization.

Responsibilities:

• Greet and welcome the clients, ensuring a positive first impression.
• Answer, screen, and direct incoming phone calls and messages.
• Manage scheduling, contact lists, and appointment coordination.
• Handle administrative tasks such as filing, photocopying, data entry, archive important documents both physically and digitally.
• Maintain a clean and organized reception area.
• Order and manage office supplies and equipment.
• Process incoming and outgoing mail and deliveries.
• Coordinate travel arrangements and accommodations.
• Assist with coordinating meeting room bookings and logistics.
• Complete ad-hoc projects and tasks as requested.
• Uphold confidentiality of sensitive information. Additional Skills & Qualifications
• Prior experience in a financial advisor’s practice.
• Administrative experience.
• Associate or bachelor’s degree in business, accounting or finance.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency and familiarity of basic office equipment and Microsoft Office.
• Friendly, professional demeanor and a customer-service mindset.
• Ability to work both independently and collaboratively in a fast-paced environment.

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