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Administrative Support Specialist
4 weeks ago
Family Wealth Strategies, a dynamic Financial Planning firm in Prospect, KY, is seeking a highly skilled Office Assistant/Front Desk Receptionist to ensure smooth day-to-day operations and provide exceptional customer service to the firm's prospects, clients, and team members.
The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management, and welcoming clients to the office.
Key Responsibilities:
- Answer phones and greet clients in a friendly, warm manner
- Ensure vendor supplies are stocked for client meetings
- Record notes from client conversations in an accurate manner
- Enter and maintain databases of clients and prospects
- Manage filing system
- Attend and contribute to team meetings
- Maintain the office environment in an immaculate and organized condition
- Maintain job-related/industry-specific compliance files
- Assist in organizing events, event supplies, and promotional material
- Assist in the coordination of various vendor/client events
- Develop and mail letters to clients for various purposes upon request
- Prioritize daily tasks to be proactive in time management
- General backup support for all other positions consisting of varied tasks as needed
Requirements:
- HS Diploma
- 2+ years of experience working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite Comfortable and familiar with CRM platforms
- Industry experience preferred, but not required
Benefits:
- Health Insurance
- 401k
- PTO
Work Schedule:
- Monday -Friday: 8:00 am – 5:00 pm
Salary: $30,000 - $40,000