Office Administrator Echelon Planning Group Acushnet, MA Job Details Full-time $55,000 a year 2 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Qualifications Teamwork Microsoft Office Specialist Administrative experience Attention to detail Time management

Full Job Description Office Administrator Position:

Full-Time, On-Site Salary:

$55,000 per year About the Firm We are an established financial planning firm seeking a full-time Office Administrator to join our team. We offer a professional, supportive work environment focused on providing an excellent client experience. Position Overview The Office Administrator supports the day-to-day operations of the office while helping create a positive experience for our clients. The ideal candidate is organized, dependable, detail-oriented, professional, and comfortable with technology. Our Core Values Our values guide how we serve our clients, support one another, and make decisions every day. Integrity We do the right thing, even when no one is watching. Transparency We communicate openly, honestly, and respectfully. Fiduciary Mindset We approach our work with care, responsibility, professionalism, and our clients' best interests in mind. Accountability We take ownership of our work, follow through on commitments, and learn from mistakes. Teamwork We support one another, share knowledge, and step in when help is needed. Continuous Improvement We look for ways to improve, welcome thoughtful feedback, and remain willing to learn. Family Culture We create an environment where people feel respected, valued, and supported. These values are an important part of how our team operates. If they do not align with how you approach your work, this position may not be the right fit. Key Responsibilities Answer incoming phone calls and document relevant client conversations in the CRM Greet clients and provide a professional, welcoming office experience Keep the lobby, conference room, and client-facing areas prepared for meetings Send appointment reminders and assist with scheduling as needed Prepare and organize materials for client meetings Maintain accurate client and prospect information in the CRM Scan, organize, and maintain electronic files Process outgoing mail and distribute incoming correspondence Enter new prospects into the CRM and ensure information is properly documented Assist with seminar and event preparation, including assembling materials Maintain professional communication with clients, prospects, and team members Provide general administrative and operational support to the team as needed Qualifications Strong organizational and time-management skills Excellent attention to detail Professional written and verbal communication skills Strong interpersonal and customer-service skills Comfortable learning and using technology Ability to prioritize and manage multiple responsibilities Dependable and able to follow through on assigned responsibilities Willingness to learn, receive feedback, and work as part of a team Previous administrative or client-service experience preferred Financial services experience is a plus, but not required Compensation & Benefits $55,000 annual salary Employer-sponsored health insurance at a reduced employee cost Long-term disability insurance 401(k) with up to a 4% employer match Opportunities for professional growth and development

Schedule:

Monday

•

Thursday:

7:45 a.m.

•4:30 p.m.

Friday:

8:00 a.m.

•3:30 p.m. This is a full-time, on-site position.

Pay:

$55,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person