OVERALL FUNCTION

Aria Financial Services (AFS) is looking for an energetic, outgoing, full-time team member who specializes in providing exceptional client support and calendar coordination inside multiple advisory practices within AFS. Specific responsibilities may include but are not limited to:

• Manage the practice calendar and schedule follow-up appointments
• Organize advisor’s travel arrangements and logistics
• Schedule and coordinate internal team meetings
• Proactively reach out to clients to schedule annual review meetings
• Answer incoming phone calls to the practice and direct as appropriate
• Make copies, scan documents, send and distribute faxes, and act as administrative support as needed
• Prepare communications, such as memos, emails, or invoices
• Receive, sort, and distribute the mail as needed
• Maintain inventory of supplies and order new office supplies as needed

Qualifications

• Experience in administrative support and/or customer service, preferably in the financial services industry
• Proficient in Microsoft applications and familiarity with data tracking/retrieval software
• Excellent oral and written communication skills
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to work in a fast-paced environment
• Ability to work both independently and on a team
• Ability to maintain confidentiality

EDUCATION

Bachelor’s degree preferred or equivalent combination of education, training, and experience