Office Operations Coordinator

4 days ago


Richmond Heights, Virginia, United States Stepwise Financial Inc. Full time
About Us

At Stepwise Financial Inc., we are dedicated to providing investment management and strategic wealth planning that meets our clients' needs. Our focus is on understanding our clients' goals and developing a plan to reach them.

We present an analysis and discuss our recommendations after reviewing our clients' goals and concerns for retirement. Together, we implement the recommendations and monitor their progress.

A strong planning process is crucial to creating a sustainable and sound financial plan that protects our clients' needs now and in the future.

We are seeking an experienced Office Operations Coordinator to join our team, providing comprehensive administrative support and contributing to our company's success.

This role will involve serving as the first point of contact for incoming calls, managing appointments, coordinating meetings, and handling email correspondence. The ideal candidate will have a proven track record as an Administrative Assistant or similar role, with exceptional time management and prioritization abilities.

This opportunity offers a competitive salary of $50,000 - $60,000 per year, depending on experience, and a dynamic work environment that encourages growth and development.

  • Serve as the primary point of contact for clients and visitors.
  • Manage and schedule appointments, ensuring optimal time management.
  • Coordinate meetings, including minute-taking for accurate record-keeping.
  • Handle email correspondence, draft memos, letters, faxes, and forms with attention to detail.


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