Administrative Assistant

**Role Overview** We are seeking a highly organized and professional Part\-Time Administrative Assistant to support our financial services team. In the financial sector, trust is our most valuable asset. This role is ideal for an individual who possesses a polished demeanor, exceptional attention to detail, and an unwavering commitment to maintaining strict client confidentiality. **Key Responsibilities** * **Client Experience:** Ensure the reception area and conference rooms are pristine, organized, and ready for client meetings. * **Scheduling \& Coordination:** Manage team calendars, coordinate schedules, and book client appointments efficiently. * **Documentation \& Onboarding:** Prepare essential documentation for client reviews and assist with account onboarding processes. * **Office Operations:** Handle outgoing mail and overnight shipments, perform basic data entry into our CRM, and maintain organized physical and digital filing systems. * **Compliance \& Discretion:** Uphold absolute discretion regarding all client data, firm strategies, and proprietary information, adhering strictly to SEC privacy rules. **Qualifications \& Requirements** * **Experience:** 2\+ years of administrative or clerical experience, preferably within financial services, banking, legal, or a similarly regulated environment. * **Confidentiality:** A demonstrated understanding of data privacy and the critical nature of safeguarding personally identifiable information (PII). * **Professional Demeanor:** Impeccable verbal and written communication skills, with a calm and poised presence under pressure that instills confidence in our clients. * **Technical Proficiency:** Strong working knowledge of the Microsoft Office Suite (Word, Excel, Outlook) and a proven ability to quickly learn proprietary financial software. * **Education:** High school diploma required; Associate’s or Bachelor’s degree preferred. Pay: $21\.00 \- $23\.00 per hour Work Location: In person