What are the responsibilities and job description for the Administrative Assistant for Investment Advisory Firm position at Coastal Capital Advisors?
Job Summary
We are seeking a detail-oriented and proactive Administrative Assistant to join our team. The ideal candidate will provide essential support to ensure smooth office operations, assist with various administrative tasks, and contribute to a positive work environment. This role requires strong organizational skills, computer literacy, and the ability to communicate effectively with team members and clients.
Duties
- Preparing paperwork necessary to open and service client accounts
- Manage schedules and appointments for team members
- Preparing correspondence and proofreading documents for accuracy and clarity before distribution
- Answering phone and providing exceptional customer service by responding to inquiries and addressing concerns promptly
- Utilize software tools including Microsoft Office applications (Word, Excel and Outlook) Ability to learn new software applications
- Maintaining and organize files both electronic and physical and handling confidential information with the utmost discretion
- Light bookkeeping, maintaining of supply inventory and running errands
Requirements
- Proven experience in an administrative role or similar position 3-5 years of experience preferred
- Strong computer literacy with proficiency in Microsoft Office Suite and ability to learn new software applications
- Excellent organizational skills with the ability to manage multiple tasks simultaneously
- Team player - willingness to adapt to new duties and help co-workers
- Exceptional customer service skills with a friendly demeanor
- Strong time management abilities to meet deadlines efficiently
- Ability to work independently as well as collaboratively within a team environment
If you are a motivated individual looking to contribute your skills in a dynamic setting, we encourage you to apply for this exciting opportunity as an Administrative Assistant.
Job Type: Full-time
Pay: $15.00 - $25.00 per hour
Expected hours: 35 per week
Schedule:
- 8 hour shift
Ability to Commute:
- Lafayette, LA 70508 (Required)
Ability to Relocate:
- Lafayette, LA 70508: Relocate before starting work (Required)
Work Location: In person
Salary : $15 - $25