Northern Alliance is committed to serving the entire state with our extensive expertise across various industry sectors. Our team boasts over a hundred years of combined knowledge and resources, and we are excited to hire talented individuals ready to make a significant impact and excel in our dynamic industry.

We are seeking an Administrative Assistant to join our team at our headquarters in Auburn, Maine. This essential role is pivotal in ensuring our office operates smoothly. Responsibilities include managing clerical tasks, facilitating communication among team members, advisors, and clients, and supporting our marketing efforts, scheduling processes, and client file management.

Salary range: $45,000 - $50,000

Key Responsibilities:

• Serve as the first point of contact for NAF, presenting a warm and professional welcome to prospects and clients.
• Facilitate communications among staff, advisors, and clients, providing necessary information as required.
• Support the management of Blue Leaf, including updating accounts, merging, sending invites, and managing mail requests.
• Ensure office procedures are organized and efficiently executed.
• Manage data entry, client appointment scheduling and confirmation, and the generation of birthday lists.
• Take charge of document filing and maintaining office supplies.
• Handle all incoming and outgoing mail and FedEx deliveries.

Preferred Qualifications:

• Experience in an administrative role within the financial services sector.
• Strong organizational, time management, and communication abilities.
• Proficient in multitasking, with excellent telephone handling skills.
• Experience with scheduling and a collaborative team spirit.
• Attention to detail.
• Competent in using computers and various technical software.
• Proficiency in customer service, both verbal and written.
• Familiarity with software applications like Microsoft Office Suite, Blue Leaf, and Redtail.

We are committed to creating a supportive and dynamic environment. We value the contributions of our employees and strive to foster growth and efficiency. If you are organized, detail-oriented, and passionate about providing exceptional administrative support, we encourage you to apply.

Northern Alliance Financial is an equal-opportunity employer. Our ethos embraces diversity and inclusion, fostering an atmosphere where every employee's unique insights are valued and respected