Administrative Assistant Lead
7 days ago
Company Overview
We are a rapidly growing boutique registered investment advisory firm providing investment management services for individuals and small to mid-sized companies.
Job Summary
We are seeking an Administrative Assistant to support our Director of Operations in managing daily operations, streamlining workflows, and identifying opportunities for process improvement.
About the Role
This is a full-time, hybrid remote position after the initial training period. The successful candidate will oversee daily operations across multiple practice areas, refine workflows using existing systems and technology, and provide operational support to enhance team efficiency and effectiveness.
Key Responsibilities:
- Manage daily operations across tax advisory, return preparation, bookkeeping, administration, and client services
- Refine workflows using existing systems and technology
- Manage project timelines, ensuring deadlines are met
- Assist with client communications and enhance the overall client experience
- Coordinate meetings, schedules, and document preparation
- Provide operational support to enhance team efficiency and effectiveness
Qualifications & Skills:
- Bachelors Degree
- Strong relationship-building skills and a client-first attitude
- Demonstrated critical thinking, problem-solving, and decision-making abilities
- Ability to handle competing priorities and meet deadlines with minimal supervision
- Excellent communication, time management, and organizational skills
- Proficient in Microsoft Office
- High attention to detail and commitment to accuracy
What We Offer:
- Compensation: Up to $65K plus a performance-based bonus
- Work-Life Balance: Hybrid remote schedule after training, Monday to Friday, 8-hour shifts
- Health & Wellness: Comprehensive Medical, Dental, Vision insurance plans
- Financial Security: 401(k) plan with employer matching
- Paid Time Off: 17 days PTO annually
- Growth & Development: Tuition reimbursement and professional development opportunities
- Company Culture: Fun, collaborative environment with regular employee social events
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