Administrative Assistant

U.S. Financial Services’ Elmsford office is looking for the right individual to complement our team. The Administrative Assistant will work in a dynamic, fast-paced team environment, in a highly valued position. We view our clients as part of our family and the perfect candidate will continually strive to foster that approach.

We adopt a positive work environment that values dedication, collaboration, selflessness, integrity, and fulfillment. We offer robust mentors with long-tenured leadership. Most importantly, we want to grow with our employees, so there are growth opportunities in virtually every position within the company. Our sense of community and dedication is conducive to creating a healthy work-life balance. This is the perfect opportunity to work independently while also working very closely with your team - knowing that everything you do has an impact on your colleagues and the clients that we serve together.

Summary

The Administrative Assistant reports to the Client Service Manager and is critical to appropriately leveraging the team's time. This position utilizes excellent customer service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner. It is critical you possess strong written and verbal communication skills and enjoy the excitement of multi-tasking and shifting focus as needed.

Essential Duties and Responsibilities

• Manage the reception area by greeting clients and answering inbound phone calls
• Managing the team's calendars and meetings
• Managing the mail including categorizing and scanning
• Upkeep of the office meeting room and ensuring it is prepared for daily meetings
• Assist clients with online access troubleshooting
• Maintaining office supplies
• Light paperwork, filing, and data entry
• Communicating with vendors to obtain information as necessary
• Assist with appointments and license renewals
• Other responsibilities as assigned by the Client Service Manager

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

• Excellent time management and organizational skills with ability to complete multiple (and simultaneous) workflow tasks
• Highly adept at completing tasks expeditiously and accurately
• Advanced computer skills (Outlook, Word, Excel and Power Point) are preferred
• Customer Relationship Management (CRM) Database management required, Redtail CRM experience a plus
• Excellent communication skills, both verbally and in writing
• Self-starter, with an ability to work both independently and as a team member.

Education and/or Experience

• Bachelor’s degree in a business-related field preferred, not required
• Previous experience in the independent financial services culture would be helpful

Certificates, Licenses, Registration

• None required

Job Type: Full-time

Pay: $24.12 - $26.44 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Ability to Commute:

• Elmsford, NY 10523 (Required)

Ability to Relocate:

• Elmsford, NY 10523: Relocate before starting work (Required)

Work Location: In person

Salary : $24 - $26