What are the responsibilities and job description for the Office Assistant position at Sullivan Financial Advisors?
Sullivan Financial Advisors, a 20-year-old business whose purpose is about life at maximum potential, welcomes you.
We specialize in holistic financial planning, our sweet spot. If you want to belong to a team that does that well every day, this company’s a great fit for you.
We are looking for a reliable Office Assistant, parterning who will undertake administrative tasks, ensuring the rest of the staff has adequate support to work efficiently. The ideal candidate will be competent in prioritizing and working with little supervision. They will be self-motivated and trustworthy. The Office Assistant ensures smooth running of our company’s offices and contributes in driving sustainable growth.
You’ll love coming to work every day if you get, want, and have the capacity to do:
General Administrative Tasks
Including, but not limited to:
- Daily mail sorting
- Scanning files, receipts & invoices, etc.
- Maintenance of folder and filing systems
- Updating termination logs/folders
- Other tasks as needed
Client Service Support
- Support coordination of client onboarding and review meeting preparation, in alignment with Prospect Lifecycle
- Assist with client gift and appreciation programs
- Support client event planning and coordination
- Assist with client communication programs and templates
Travel & Events
- Research and book flights, hotels, and transportation
- Create detailed travel itineraries
- Coordinate conference and event registrations
- Manage travel expense documentation
- Assist with coordination of team events and client appreciation activities
Executive Support
- Handle confidential communications and documentation
- Assist in preparation of materials for presentations and meetings
- Coordinate with other team members and stakeholders
CRM Management Digital File Organization
- Update and maintain client records in CRM system
- Input new client information and contact details
- Assist with data cleanup and verification
- Generate basic CRM reports as needed
- Support database maintenance projects
Our company runs on EOS. That means as a member of this team, you will have a leader who:
- Gives clear directions and makes sure you have the necessary tools
- Acts with the greater good in mind
- Takes time to truly understand your role and how you can help the company
- Makes their expectations clear
- Has effective meetings
- Rewards and recognizes your performance
Job Type: Part-time
Expected hours: 12 per week
Schedule:
- Day shift
- Monday to Friday
Ability to Commute:
- Essex, CT 06426 (Required)
Ability to Relocate:
- Essex, CT 06426: Relocate before starting work (Required)
Work Location: In person