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EP
Essential Planning, LLC
Administrative Associate
Career Insights for Administrative Clerk / Coordinator
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Based on New Hampshire data
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What they do
An Administrative Clerk or Coordinator performs administrative work in an office. Coordinates work to support an office team. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails. May manage office staff expenses, supplies or schedules.
$50,034 / year median in New Hampshire
-4% projected decline
Job Description
Essential Planning, LLC. is seeking a proactive and detail-oriented Administrative Associate to join our dedicated team. This is a dynamic and multi-faceted role, integral to ensuring the smooth operation of our financial advisory firm while also delivering exceptional experiences for our clients. As the first and last point of contact in the office, you will be the face of our firm, welcoming clients with professionalism, warmth, and a can-do attitude. Key Responsibilities As an Administrative Associate, you will be responsible for a wide range of administrative functions that support the firm's day-to-day operations and uphold the client experience. These responsibilities include, but are not limited to: Calendar & Communication Management Coordinate and manage the schedules of the firm's Founders/Visionaries. Schedule client appointments and maintain the firm's overall calendar. Draft, review, and send communications on behalf of the firm's Founders/Visionaries. Monitor and prioritize email correspondence, responding as appropriate. Answer and direct incoming calls with professionalism and efficiency. Organize and prepare materials for meetings, ensuring all logistics are handled. Assist with post-meeting follow-up communications to ensure client needs and arrangements are met. Travel Coordination Arrange domestic travel for the firm's Founders/Visionaries, including flights, car rentals, and accommodations. Client & Office Support Greet clients and visitors, providing a polished and welcoming first impression. Execute administrative workflows with accuracy and efficiency.