What are the responsibilities and job description for the Administrative Assistant position at COLONIAL RIVER WEALTH MANAGEMENT LLC?
Company Description
COLONIAL RIVER WEALTH MANAGEMENT LLC is a Wealth Management company with offices in Midlothian, Newport News, Staunton, and Williamsburg Virginia. We are dedicated to providing personalized financial planning and investment services to our clients.
Role Description
This is a full-time on-site role for an Administrative Assistant at COLONIAL RIVER WEALTH MANAGEMENT LLC in Newport News, VA. The Administrative Assistant will be responsible for providing administrative support, managing phone calls, communication, clerical tasks and client operations.
Qualifications
- Administrative Assistance and Executive Administrative Assistance skills
- Strong Phone Etiquette and Communication skills
- Clerical Skills
- Ability to multitask and prioritize tasks effectively
- Attention to detail and organizational skills
- Proficiency in Microsoft Office Suite
- Previous experience in a similar role is a plus
- Associate's or Bachelor's degree in Business Administration or related field