Administrative assistant responsibilities include:
· Client support: Phone calls, emails, and assist with inquiries
· Manage contacts, draft emails, and other Microsoft Outlook functions
· Receptionist and clerical duties such as filing, scanning, and printing documents
· Letter/email writing and editing
· Creating and maintaining company files
· Human resources support and special projects when required
Room to grow and expand responsibilities, including but not limited to:
· Client onboarding and various duties including account opening preparation for financial planning book of business
· Basic bookkeeping - strong knowledge of excel to create spreadsheets
· CRM
Requirements include:
· Strong interpersonal and communication skills (verbal and written)
· Working knowledge of the Microsoft Office 365 (mandatory)
· Ability to work independently as well as part of a team, and interact with staff at all levels
· Exceptional organizational skills and attention to detail
· Highly motivated self-starter
Must be able to read and write English fluently and speak Spanish.
Employment type: Full-time (with the ability to work on Saturdays ).
Benefits: Paid Time Off & Sick Days
