Administrative Assistant

• Greet clients and visitors with the highest level of professionalism and discretion
• Answer and direct incoming  calls  in a courteous and efficient manner
• Maintain and schedule appointments, meetings, and conference calls
• Prepare and format correspondence, reports, and internal documents
• Handle sensitive client information with strict confidentiality
• Maintain electronic and paper filing systems
• Assist with data entry and CRM updates
• Order office supplies and manage vendor relationships
• Provide support for client onboarding processes and document preparation
• Coordinate occasional client events or meetings, including catering and logistics
• Support financial advisors and executives with administrative tasks as needed

• 2+ years of administrative or office support experience in a professional setting
• Prior experience in financial services or wealth management is a plus
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Excellent verbal and written communication skills
• High attention to detail and organization
• Ability to multitask and handle confidential information with discretion
• Professional demeanor and polished appearance

• Collaborative and respectful work environment
• Opportunities for growth within a well-established firm
• Stability and consistency in a Monday–Friday schedule
• Competitive pay based on experience