Administrative Assistant

JSF Financial, LLC is looking for a full-time (in office) Administrative Assistant to join its growing team. The position offers a qualified and motivated individual the opportunity to develop his or her abilities through ongoing interaction with members of the JSF Financial Team and by delivering exceptional service to our clients. We are looking for candidates who align with our JSF core values of Care and Impact. If you are energized by the ability to have positive impact while helping colleagues and clients, you are an ideal fit for the role.

He or she will support multiple Financial Advisors & Executives in administrative tasks such as scheduling and calendar maintenance, travel arrangements, event planning, data gathering, data entry and various other high-level administrative responsibilities. 

MAIN RESPONSIBILITIES

• Manage Executive calendar(s) by seamlessly scheduling all meetings, appointments, and travel
• Manage email, phone, and in-person communication handoffs with professionalism and efficiency
• Format information for internal and external communication – memos, emails, presentations, reports
• Assist with preparation for on-site meetings including but not limited to room set-up, catering, prepping digital and hardcopies of meeting materials, testing tech
• Help executives stay organized with prospective clients
• Oversee special projects as assigned by Executives and Company Management
• Work with our Director of Client Experience to coordinate company-wide activities and events
• Some personal assistant work required as needed
• Backup reception and answering phones as needed

SKLLS AND EXPERIENCE

• 2 years of experience as an Administrative Assistant preferred
• Intermediate to high level skills in Microsoft Word, Excel, and Outlook
• Strong written and oral communication skills
• Bachelor's degree preferred 

QUALITIES REQUIRED

• Energetic and positive attitude
• Team player and always willing to offer help to others and is energized by helping
• Someone looking to roll up their sleeves and dive right into the work
• Very detail-oriented and organized
• Proactive attitude that exemplifies the ability to think ahead and anticipate outcomes
• Able to multitask and also prioritize the work at hand
• Quick learner and able to adapt to a fast-paced environment
• Experience directly reporting into multiple executives at once
• Experience booking multi-leg trips
• Experience using Wrike (or other project management software) preferred
• Ability to work under pressure in a fast-paced environment

This position offers a comprehensive benefits package as well. Health Insurance, Dental Insurance, Vision Insurance, LTD Insurance, 401(k) Profit Sharing, Defined Benefit Pension, Education and Professional Development Benefits, and many other throughout the year.

Compensation Range: $24/hr to $36/hr ($50,000 - $75,000 per year) plus annual discretionary bonus.