Office Administrative Assistant

Overview

Office Administrative Assistant Jobs in Newburyport, MA at Brandt Wealth Advisors

Title: Office Administrative Assistant

Company: Brandt Wealth Advisors

Location: Newburyport, MA

Financial Services firm located in downtown Newburyport MA is seeking an office assistant. The firm works with clients to provide financial planning and investment advisory services. We are a small financial planning firm that prides itself on its team approach to providing excellent service to its clients.   

The successful candidate will serve, not only as the face and voice of the team, but also the hub of the team’s client service activity. The person will be responsible for scheduling meetings, collecting and distributing mail, processing and managing billing and relaying messages in a timely manner, and coordinating office management. This person will also communicate with vendors and wholesalers on a regular basis as well as keep track of the myriad details associated with office administration and financial industry compliance standards.

Skills: The applicant must have experience in a client facing environment with direct client interaction; be able to multitask; possess a working knowledge of Microsoft Office products (Word, and Excel). Candidate should have strong attention to detail skills, strong phone and interpersonal skills. Possessing experience with Adobe Acrobat and Redtail CRM is a plus but not a requirement.  

Requirements:  The job is flexible, in office position paid as an hourly job.  Ideally, it would be between 32 and 40 hours per week.