Administrative Assistant Overview • The Administrative Assistant will provide essential support to executives in a financial services environment, ensuring efficient operations and client satisfaction. • This role involves client-facing responsibilities, requiring excellent communication and professional demeanor. • Assist in administrative tasks such as sending statements, opening accounts, and scheduling meetings. • Utilize Salesforce CRM to manage client data and ensure accurate record-keeping. • Support 2-3 executives with detailed and organized administrative assistance. • Maintain a high level of attention to detail and accuracy in all tasks. • Work on-site during standard business hours, ensuring availability for immediate support. • Preferred candidates will have experience in insurance or mortgage industries and knowledge of financial concepts. Administrative Assistant Key Responsibilities & Duties • Provide administrative support to executives, including managing correspondence and scheduling meetings. • Handle client interactions professionally, ensuring satisfaction and addressing inquiries promptly. • Prepare and send financial statements, open accounts, and follow up on client requests. • Utilize Salesforce CRM for client data management and reporting. • Coordinate with financial advisors to ensure seamless client service delivery. • Maintain organized records and documentation for compliance and operational efficiency. • Provide front-office support, including phone etiquette and client-facing interactions. • Assist in preparing materials and reports for executive presentations and meetings. Administrative Assistant Job Requirements • Bachelor of Science in Business Administration (BSBA) or equivalent education required. • Minimum of 5 years of administrative experience, preferably in financial services or related industries. • Proficiency in Salesforce CRM and other office productivity tools. • Knowledge of financial concepts and terminology; Series 7 license or notary certification preferred. • Strong organizational skills with attention to detail and accuracy. • Excellent communication skills, both written and verbal, with a friendly demeanor. • Ability to work on-site during standard business hours without overtime. • Experience in client-facing roles with professional phone and front-office etiquette.