Admin Assistant

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

Salary : $16 - $19