Administrative Assistant

Description

 Job Title: Administrative Assistant

Fingerprinting is required.

Minimum 2 previous work experience is required.

Work Schedule-Hybrid 3 days onsite, Tuesday through Thursday, .hours are from 9:00 a.m. to 5:00 p.m. 

• This temporary position plays a key role in supporting the operational and administrative functions of the Financial Planning Operations team.
• The associate will ensure timely and professional communication with advisors, maintain accurate records through data entry and quality control, and help sustain efficient day-to-day operations during peak periods or staff absences.

Key Responsibilities

• Manage the team’s general email inbox ( approximately 50 emails) , ensuring prompt, professional, and accurate responses to advisor inquiries.
• Escalate advisor requests to appropriate team members when needed.
• Perform accurate data entry into internal systems. Microsoft Outlook, Powerpoint, MS Office Suite programs.
• Conduct quality control reviews to ensure data compliance with internal standards.
• Maintain organized records and support team efficiency during high-volume periods.

Qualifications

Education & Experience

• Bachelor’s degree preferred, or equivalent relevant experience.
• Prior experience in administrative support, operations, or client service strongly preferred.

Skills

• Strong written and verbal communication abilities.
• Excellent organizational skills and ability to manage multiple tasks simultaneously.
• High attention to detail and accuracy in data entry.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
• Ability to work independently and collaboratively in a fast-paced environment.
• Ability to work in a cohesive manner with cross functional depts. Excellent verbal and written skill sets.