Administrative Assistant

Job Title: Administrative Assistant

Report To: Advisors

Job Status: Full-time

**Job Summary**

**Essential Duties and Responsibilities**
- Maintain an organized and efficient work station.
- Answer and direct incoming communications and visitors.
- Interact with clients in a welcoming and professional manner.
- Coordinate client communication including print, online, telephone, meetings, etc.
- Prepare information and documentation for office meetings.
- Support advisor(s) with client administrative services.
- Assist in preparing agendas, statements and other items needed for client meetings.
- Record notes from appointments, assign tasks, record opportunities, and assist in creating and communicating follow-up plans with clients.
- Research and resolve client service tasks and resolve errors as needed.
- Support ongoing efforts for growth with new and existing clients.
- Assist in planning, coordinating and executing marketing plans and client events.
- Maintain processes and procedures checklists and update when necessary to improve upon processes currently in place.
- Orders supplies, forms, and manages inventory.

**Periodic Duties and Responsibilities**
- Be available for other projects as needed

**Education and Experience**
- Associates Degree is preferred
- Client Service experience is required

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and G9 Financial are not affiliated.

Pay: $20.00 - $30.00 per hour

**Benefits**:

- Paid time off

Schedule:

- Monday to Friday

**Experience**:

- Customer service: 1 year (preferred)

Ability to Relocate:

- Millbury, MA 01527: Relocate before starting work (required)

Work Location: In person