Overview
Admin Assistant Jobs in Titusville, FL at Wealth Management Accounting
Wealth Management Accounting is a leading firm in the Wealth Management field, committed to providing comprehensive financial planning and investment management services to our clients. We are a growing company with a client first focus! Our mission is to empower individuals and families to achieve their financial goals through personalized, strategic advice and exceptional customer service. We pride ourselves on creating a supportive and collaborative work environment that fosters growth and development for our team members. It is important to us that all aspects of our business are performed with integrity. We commit our WMA team’s time and talent in a purposeful, proportional, and planned way that ensures each client experiences the best value in the financial industry.
Our Culture:
Our goal is to create an environment where each team member finds their talents and purpose to be aligned with the goals, principles, and objectives we identified above. We strive to foster a culture where each employee feels encouraged to express themselves, learn from one another and work together toward these common goals. We believe that great things can happen when everyone is given the opportunity to realize their full potential. Through this commitment, we aim to make a lasting difference in the lives of our customers, employees, and partners, producing extraordinary results in this environment of team collaboration.
Our ideal candidate will exhibit the following characteristics:
Integrity and character
Reliable and trustworthy
Accuracy and efficiency
Desire to succeed
Proactive communication skills
Passionate about helping others
We are seeking a highly organized and dynamic individual to manage day-to-day operations at the front desk of our firm. This role is critical in our fast-paced environment, where priorities can shift rapidly based on client needs. As the first point of contact for our clients, you will play a key role in shaping their initial impression of our firm. This position offers significant growth opportunities within our company. We take pride in promoting from within, and many of our administrative assistants have advanced to higher roles. If you are looking for a career path with a firm that values development and growth, this is the ideal position for you.
Responsibilities:
Greet and welcome guests as soon as they arrive at the office
Receive, sort, and distribute daily mail/deliveries
Handle incoming phone calls, emails, and correspondence in a professional and timely manner
Provide basic and accurate information in-person and via phone/email
Ensure reception area and conference room is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures)
Assist staff and back office with anything they may need (copying, finding files, etc.)
Order office supplies as needed
Recording receipts and handling expense reports
Organize and maintain calendars, including scheduling appointments and meetings
Prepare documents, reports, and presentations for team members and clients
Assist with the onboarding process of new clients, including gathering necessary documentation and inputting information into our CRM system
Provide general administrative support to our team, such as filing, copying, and data entry
Manage time sensitive and confidential information appropriately
Manage and curate content for our firm’s social media accounts
Distribute newsletters to clients
Utilize multiple software programs daily to support administrative tasks
Adapt quickly to changing priorities and manage tasks in a fast-paced environment
Qualifications:
Proven work experience as a Receptionist, Front Office Representative or similar role
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, OneNote and Outlook)
Hands-on experience with office equipment (e.g. fax machines and printers)
Professional attitude and appearance
Solid written and verbal communication skills
Ability to be resourceful and proactive when issues arise
Strong organizational and time management skills
Detail-oriented with a high level of accuracy
Multitasking and time-management skills, with the ability to prioritize tasks
Quality Customer service attitude
Experience with social media platforms
Comfortably using programs such as Canva to edit graphics and create content
High school diploma; additional education is a plus
Experience with CCH iFirm and DocuSign is a plus
Willingness to learn
Title: Admin Assistant
Company: Wealth Management Accounting
Location: Titusville, FL
