Front Desk Administrative Assistant
: Job Details :

Front Desk Administrative Assistant / Director of First Impressions

Job Description:

Boca Raton based Wealth Management firm seeking a full-time Front Desk Receptionist / Office Administrative Assistant. Our firm is looking for a dedicated assistant to handle client-facing duties as well as general office administrative/executive assistant tasks. When our clients walk into our office, we want them to find a friendly, smiling face and a helping hand. The ideal candidate has excellent communication and multitasking skills, professional demeanor, a friendly positive attitude, and a strong work ethic.

Primary Responsibilities:

· Primary Receptionist; Answering phone for an office staff of 25+

· Greet new clients & appointments with a friendly approach of offering a beverage & intake form

· Qualifying and following up with new business leads – assist with Lead tracking spreadsheet

· Scheduling and confirming appointments; including video zoom scheduling

· Maintaining office calendar in CRM

· Maintaining paperless filing system with records/accounts/database using Box & Redtail

· Assist marketing department with seminars as needed

· Maintain technology inventory & set up technology for new & existing staff

· CRM data management; data entry of new prospects

· Assist with special projects and overflow tasks

· Process mail & Fed Ex deliveries

· Ordering & maintaining office supplies

· Tracking & ordering office & kitchen supplies

· Full time, in office, Hours 8:30-5:30

Qualifications:

· 1+ year experience working in a professional office environment as Receptionist or Front Desk Administrator

· Financial / Legal industry a plus but not required

· Charismatic, up-beat, positive, friendly personality

· Technology savvy, initiative to learn, explore, and implement new technology

• Working knowledge of Microsoft Office; solid understanding needed with Excel
• Good professional appearance and habits
• Must be able to successfully pass both criminal and financial background checks
• Personable, professional, confident, flexible, detailed oriented and a quick worker
• Ability to multi-task and handle interruptions without getting flustered
• Experience working in team environment
• Professional Dress
• Education: Associates / Bachelor's degree preferred

Salary:

· $55,000 - $60,000 / year depending on experience

Benefits/PTO:

· 2 Weeks PTO & all market holidays off

· Medical, Dental & Vision insurance offered

· Long term & short term disability

· Retirement Plan