Administrative Assistant
3 weeks ago
**Administrative Assistant**
Fast growing financial services firm seeks an Administrative Assistant in Wakefield, MA office location. This will be a full-time position with comprehensive benefits package provided. Regular hours Monday through Friday, 8:00am - 5:00 pm.
Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong time management skills with the capacity to prioritize business needs while engaged in multiple ongoing tasks. Strong familiarity with common business technology tools such as Microsoft Office Suite as well as the ability to quickly gain working knowledge of job-specific technology tools is extremely important. The utmost attention to detail and innate organizational skills are required to successfully navigate a large volume of incoming information and maintaining integrity of sensitive client data. A background in Financial Services is strongly preferred but not required. Applicants with no financial services experience will be expected to pursue professional development to quickly gain a working knowledge of the industry.
The main duties of this role include:
office visits
- Responding immediately to information requests from lead advisor
- Assisting in general client service requests
- Managing lead advisor’s schedule
- Assisting in preparation of client presentations
- Providing administrative support to team
- Documenting activity in firm CRM system
- Maintaining up-to-date client records in firm CRM system
- Management of firm website and social media platforms
Position is currently in-person.
Equal Opportunity and Affirmative Action Employer
- If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy._
Pay: $50,000.00 - $60,000.00 per year
**Benefits**:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
**Education**:
- Bachelor's (preferred)
Ability to Relocate:
- Wakefield, MA 01880: Relocate before starting work (required)
Work Location: In person
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