Administrative Assistant

Overview: Rogers Wealth Group is seeking an energetic and responsible Administrative Assistant (On\-Site) who will perform a wide range of administrative and clerical duties to support daily office operations and client service functions. The ideal candidate will demonstrate excellent customer service skills, strong organizational abilities, and a high level of accuracy and attention to detail. What You'll Do: Greet and assist clients in a professional and welcoming manner Answer, screen, and direct incoming phone calls Prepare, write, and distribute emails, letters, memos, and forms Process incoming and outgoing mail; deliver mail to the post office as needed Order and maintain office supplies Perform data entry and maintain accurate client records Post account activity to client accounts Assist with accounting\-related tasks and document preparation Generate and assist with quarterly reports Print, assemble, and mail quarterly reports Count, scan, file, and organize documents Prepare distribution and loan documents Assist with client meeting preparation and cleanup Perform general office tasks, including light cleaning duties as needed (e.g., dishes) What We're Looking For: Prior experience in an administrative or office support role required Strong data entry skills required Proficiency in Microsoft Office (Word, Excel, Outlook) required Strong verbal and written communication skills required Prior accounting experience preferred or required (as applicable) Highly organized with strong problem\-solving skills and attention to detail Ability to multitask and work independently in a fast\-paced environment Compensation \& Benefits: Competitive salary based on experience, certifications, and education Company pays 100% of employee’s health, long\-term disability, and basic life insurance Voluntary dental/vision discount plan available 401(k) plan with enhanced safe harbor match 5% Annual performance\-based bonus Paid holidays and paid time off Breakfast provided on Fridays Occasional shopping bonuses Opportunities for ongoing training and career advancement