Administrative Assistant
: Job Details :

Wealth Management firm is looking for an Administrative Assistant in the DTC - 100% in office to support 3 People and process paperwork, handle back office duties through Fidelity and interface with clients and opening accounts. You will help organize and coordinate administrative duties and office procedures. The role will help the company maintain a positive company culture for clients and employees. The company is starting a podcast next week.

Responsibilities

• conference room calendar in Outlook
• clients that have meetings in office
• conference rooms for client meetings
• quarterly and meeting reports
• supplies for the office using EON and Amazon
• breakroom needs
• birthday reports for clients and employees
• based data entry

Desired Qualifications

Degree helpful

Desired Skills

• and Positive
• communication

100% in office, must be reliable and responsible, hours are 7-4. Good benefits including matching 401k, flexibility and bonuses as well as casual Fridays too! 3-4 years Financial Experience a must!