Administrative Assistant Takeaway:

This role is ideal for someone outgoing, detail‑oriented, highly organized , and confident working in a busy, fast‑changing financial services office . Position Summary The Administrative Assistant is a key operational support role for a local financial services firm. As the first point of contact for clients and visitors, this position ensures smooth daily operations and supports the Branch Manager/Wealth Advisors. The role requires professionalism, strong business knowledge, and the ability to manage sensitive information with accuracy and discretion. Responsibilities Deliver exceptional customer service to clients and office visitors Support daily office operations, scheduling, and workflow coordination Prepare, edit, and organize documents using Microsoft Word, Excel, and Publisher Manage incoming calls, emails, and client inquiries Assist with business documentation and financial terminology Operate office equipment including computers, fax machines, scanners, and periodicals Maintain a clean and organized office environment Lift up to 25 lbs as needed Required Skills & Qualifications Excellent organizational and time‑management skills Ability to multitask and meet tight deadlines Strong attention to detail Extremely computer‑proficient; Excel experience preferred Professional background with knowledge of business principles and financial terminology Office experience; team leadership experience a plus Outgoing, personable, and customer‑service oriented B.A. degree or Associate's degree (or equivalent experience) Schedule & Compensation Part‑time to start: 18-20 hours per week Potential to transition to full‑time Pay rate: $20 per hour Ideal Candidate Profile Someone who thrives in a busy, ever‑changing environment , communicates professionally, and enjoys being the operational anchor of the office.

Pay:

$20.00 per hour

Work Location:

In person