Job Overview:
The ideal candidate for this position is an individual who excels in a fast paced, team-oriented environment; someone who has the ability to work independently and can manage multiple, time sensitive projects with a positive attitude. This person will be the face of the company as you enter the office so excellent client service skills are a must. This person will support day-to-day operational and facility needs. Strong attention to detail and organizational skills are critical in this role.

Primary Responsibilities and Duties:
? Answer the front door and greet office visitors
? Answer the telephone and send/reply to emails in a professional and courteous manner
? Schedule and confirm client and prospect meetings for financial advisors
? Prepare virtual meetings and in-person meeting rooms
? Prepare materials for daily client/prospect meetings
? Maintain tidy and professional lobby and conference rooms
? Retrieve and distribute mail and packages from mailroom
? Accept and distribute deliveries and coordinate all UPS/USPS shipments
? Make copies and fax documents
? Work collaboratively with other assistants to always ensure coverage of phones, reception desks, and guest greetings
? Update and maintain client records in multiple contact management databases
? Coordinate client mailings (i.e. birthday/holiday cards, outgoing/incoming mail, mail merges)
? Coordinate and attend meetings, as appropriate
? Assist in various projects as needed
Requirements/Qualifications:
? Associate?s or bachelor?s degree preferred
? 1-3 years? experience in an administrative role preferred
? Positive, energetic attitude and extraordinary customer service skills
? Strong organizational skills and exceptional attention to detail
? Technical proficiency with Microsoft Office and other software programs, and the ability to learn new software programs quickly.
? A self-starter who can work independently on multiple, time-sensitive tasks
? Ability to operate standard office equipment, including but not limited to computers, telephone systems, calculators, copiers, printers, fax machines
? Pursuant to the firm?s COVID-19 mitigation protocols, individuals must be fully vaccinated upon commencing employment

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Receptionist/Administrative Assistant

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