Seeking an organized, proactive Administrative Assistant to support reception, data entry, and provide personal assistance to Owner. This is a hands-on, diverse role involving client interaction, office management, and administrative tasks. Person must be very organized with an upbeat personality and able to work in a very fast pace environment.

Key Responsibilities:

• Administrative Support: Answer phones, greet clients, manage emails, maintain the office (ordering supplies, tidying kitchen, etc.), and assist with general office tasks.
• Data Entry: Enter and update client information into our client database system, ensuring accurate and up-to-date records.
• Personal Assistant: Organize daily tasks, sort emails, book travel (flights, hotels, car rentals), prepare agendas, and ensure the advisor is fully prepared for meetings and appointments.
• Client Interaction: Offer beverages, ensure client comfort, and maintain a welcoming office environment.

Qualifications:

• Strong organizational skills and attention to detail.
• Ability to multitask in a fast-paced setting.
• Positive and professional demeanor with excellent communication skills.
• Proficiency in Microsoft Office; experience with Red Tail Client Tracking Software is a plus.

Benefits:

• Dental and life insurance.
• Paid vacation days.
• 401(k) retirement plan.