Administrative Asst/Office Administrator

Aldred, Greenwell & Lane

Franklin, NJ 07416, USA Remote / WFH

Jun 15

This job is no longer accepting applications.

Job Title:

Administrative Asst

Revision Date:

9/25/2020

Reports To:

Office Manager

*Impact, Purpose & Outcome*

The administrative assistant is a servant-leader that supports to the firm’s overall operational efficiency and the client experience. Using strong communication skills and a professional demeanor, the position supports other team members and the office as a whole by providing exceptional service both internally and externally. This position is the positivity advocate in our firm. Success in this role will result in:

* The team, clients and visitors feel welcome and have a positive first impression when they enter or communicate with our office
* Client meetings and travel are proactively scheduled and coordinated for advisers and partners
* Administrative and operational tasks are completed in a proactive, efficient, accurate and timely manner – the little things don’t fall through the cracks
* Data entry and opens new accounts
* Account maintenance and servicing
* Files, resources and information are organized and easy for others to access
* Inefficiencies in the office are identified and recommendations for improvement are shared with leadership
* The capacity of the partners and team members is improved because of the administrative items they are able to delegate successfully

*Key Responsibilities *

The administrative assistant thrives in a fast-paced environment with the ability to maintain a positive and poised attitude at all times. This role consistently applies good judgment, critical thinking and problem-solving skills in order to juggle multiple schedules, projects and priorities while paying attention to details. Effective communication is a key priority, as is being a team player to support the administrative needs of our team.

Administrative Support

* Serves as first point of contact for the firm, always demonstrates a positive and upbeat attitude
* Opens all new business accounts while completing service items for current clients
* Provides exceptional administrative support to our partners and completes special projects as requested
* Handles all office administrative tasks (filing, technology, offices supplies, mail, etc.)
* Coordinates the mailing of birthday cards to clients and makes Advisors aware of client birthdays for each month
* Coordinates with outside vendor and consultants
* Coordinates schedules and plans for meetings, conferences and travel
* Assists in completing client service tasks, including but not limited to beneficiary changes, new client account set-up, mailings, etc.
* Maintains electronic and paper filing systems for organization and order
* Prepares conference room for in-house client financial planning meetings
* Supports client service and operations as needed
* Adheres to compliance requirements

Marketing Support

* Prepares marketing materials, including binding and distributing reports.
* Communicates with potential clients regarding firm services
* Assists in planning and implementation of strategic and tactical marketing plans
* Executes firm marketing plans
* Manages prospecting process from initiation to close
* Coordinates speaking engagements, presentations and client events

*Experience, Skills and Core Competencies*

* Previous experience in an office setting preferred
* Financial services experience; specifically, in a broker/dealer or registered investment advisor environment preferred
* Experience supporting or developing firm marketing plans including event planning
* Ability to work independently and a part of a team
* Ability to manage many moving parts, meet aggressive deadlines and juggle multiple priorities
* Must be tech savvy and proficient with Windows, Word, and Excel
* Strong organizational, communication, and interpersonal skills
* Ability to work effectively in a fast-paced and deadline-oriented environment
* Dedicated to exceeding quality standards and services of the highest caliber

Job Type: Full-time

Pay: $18.50 - $22.00 per hour

Benefits:
* Paid time off
* Retirement plan
Schedule:
* Monday to Friday
Supplemental Pay:
* Bonus pay

Work Location:
* One location

Work Remotely:
* Yes
You must be logged in to to apply to this job.

Apply

Your application has been successfully submitted.

Please fix the errors below and resubmit.

Something went wrong. Please try again later or contact us.

Personal Information

Profile

View resume

Details

{{notification.msg}}