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:


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

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

Work Location:
* One location

Work Remotely:
* Yes
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