Office Associate
2 weeks ago
Company Description
AVESTIX is a forward-thinking investment firm located in West Palm Beach, FL. As a woman-led company, we embody the principles of innovation, integrity, and excellence. Our focus is on redefining the landscape of alternative investment firms and providing unparalleled opportunities for qualified and institutional investors. With a commitment to trust and accountability, we bring a unique perspective to the investment community and foster an environment where innovation thrives.
Role Description
This is a full-time on-site role for an Office Associate at AVESTIX Group. The Office Associate will be responsible for day-to-day administrative tasks, including but not limited to answering phones and providing clerical assistance, organizing files, and scheduling/updating appointments as needed. The role will require working closely with team members (both on-site and remotely) to ensure smooth operations and provide excellent support to clients and partners.
Responsibilities
- Organize office and assist team members in ways that optimize procedures
- Sort and distribute communications in a timely manner
- Create and update client and contact records ensuring the accuracy and validity of information
- Schedule and plan meetings and appointments as needed
- Monitor level of supplies and handle shortages
- Resolve office-related malfunctions and respond to requests or issues
- Coordinate with other departments to ensure compliance with established policies
- Maintain trusting relationships with suppliers, customers, and colleagues
- Perform receptionist duties when needed
Qualifications
- Strong communication and customer service skills
- Experience in administrative assistance and office administration
- Proficiency in Microsoft Office and GSuite
- Previous working knowledge of HubSpot is preferred
- Attention to detail and ability to multitask
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
- Experience in the financial industry is a plus
- Bachelor's degree in Business Administration or related field
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