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Administrative Assistant for Investment Advisory Firm

Coastal Capital Advisors
Lafayette, LA Full Time
POSTED ON 4/11/2025 CLOSED ON 4/16/2025

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

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