What are the responsibilities and job description for the Operations Administrative Assistant position at Hopwood Financial Services?
Operations/Administrative Assistant:
We’re a financial services firm committed to making a meaningful difference in people’s lives. We’re seeking an operations/administrative assistant that can be a supportive and contributive member of our staff. The ideal candidate has excellent communication skills, impeccable attention to detail and is a team player. Candidates should have experience working in an office environment, comfort in answering phones and greeting guests, ability to multitask, support coworkers, and manage calendars and deadlines. Growth opportunities available as competence and capacity are proven.
Duties & Responsibilities:
· Work with our firm operations team 70% of the time and complete administrative tasks the remaining 30%
· Perform data entry and update notes in Client Relationship Manager (CRM) system
· Download/upload documentation from secure document portals and maintain filing system
· Fill out custodial paperwork (address change forms, beneficiary updates, statement bundling, etc.)
· Scan, copy and mail materials for clients and staff as needed
· Work with team on client recognition (birthdays, anniversaries, holidays & gifts)
· Answer and transfer phones, greet clients and guests, review and order supplies, disperse mail, keep the office and conference rooms clean and tidy
· Help maintain company website and execute email blasts, social media posts, updating client contacts, etc.
· Organize company luncheons
· Work with technology team on phone system, computer assistance, printers, postage meter, fax
Qualifications:
· High school diploma or equivalent
· Excellent written and verbal communication skills
· Strong time-management and multitasking abilities
· Aptitude for learning new software and systems
· Familiarity with Microsoft Suite applications preferred
Additional Details:
· In-office position based in Reston, VA
· Full-time preferred ($50,000-$60,000), Part-time (30 hours/week) ($40,000-$50,000)
· Salaried position benefits
Please contact Stacy Hopwood at stacy@hopwoodfinancial.com for additional information
Job Types: Full-time, Part-time
Pay: Up to $60,000.00 per year
Expected hours: No less than 30 per week
Schedule:
- Day shift
- Monday to Friday
- No nights
- No weekends
Ability to Commute:
- Reston, VA 20191 (Required)
Work Location: In person
Salary : $40,000 - $50,000