About the Opportunity
Our established financial services practice in Oakhurst is growing, and we are excited to add an Administrative Assistant to our team. This role is ideal for someone who enjoys being organized, working with people, and supporting a professional office environment where attention to detail truly matters.
As one of the first points of contact for our practice, you will play an important role in delivering excellent service, keeping daily operations running smoothly, and supporting advisors and team members as the practice continues to expand.
Job Summary
We are seeking a highly organized and detail\-oriented Administrative Assistant to join our team. The ideal candidate will have strong communication skills, a customer\-focused mindset, and the ability to manage multiple tasks in a professional office setting.
Key Responsibilities
· Greet and welcome visitors in a professional and friendly manner
· Be present in the office to support visitors and daily operations
· Perform data entry and maintain accurate electronic and physical records
· Process incoming checks and mail in accordance with company policies
· File, organize, and manage documents electronically and physically
· Assist with administrative tasks such as proofreading, preparing reports, and managing correspondence
· Handle inquiries and provide information to clients, customers, and employees
· Be ready and willing to learn and take on delegated tasks from team members and Advisors
Qualifications \& Experience
· Previous experience in an administrative or office support role preferred
· Strong organizational skills with excellent attention to detail
· Proficiency with office equipment (printers, copiers, scanners, etc.)
· Strong computer skills, including Microsoft Office (Word, Excel, Outlook)
· Professional phone etiquette and strong customer service skills
· Ability to multitask, prioritize, and work independently
· Familiarity with Salesforce or other CRM systems is a plus
Why Join Our Team
· We are adding to our practice, not replacing a role
· Stable, full\-time position in a professional office environment
· Supportive, team\-oriented culture
· Opportunity to grow your skills in a financial services setting
· Competitive pay based on experience
· Comprehensive benefits package
Pay: $20\.00 \- $27\.00 per hour
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person