What are the responsibilities and job description for the Executive Administrative Assistant position at Family Wealth Strategies?
About the Role:
Family Wealth Strategies, a dynamic Financial Planning firm, is seeking an exceptional Office Assistant to ensure seamless day-to-day operations and provide outstanding customer service.
The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management. This team member will play a crucial role in ensuring clients have a positive experience.
Key Responsibilities:
- Answer phones and greet clients in a friendly manner
- Ensure vendor supplies are stocked for client meetings
- Record notes from client conversations accurately
- Enter and maintain databases of clients and prospects
- Manage filing system
- Attend team meetings and contribute valuable insights
- Maintain the office environment in a clean and organized condition
- Prioritize daily tasks to ensure efficient time management
Requirements:
- HS Diploma
- 2 years of experience working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite and CRM platforms
- Industry experience preferred but not required
