Hybrid Remote Administrative Assistant

Job Overview

We are in search of a meticulous Administrative Assistant to become an integral part of our thriving financial services firm. This position entails providing essential support to the Director of Operations by managing daily operational activities, enhancing workflow efficiencies, and pinpointing opportunities for process improvement. Joining our boutique registered investment advisory firm will allow you to contribute to our mission of delivering exceptional investment management services to individuals and small to mid-sized businesses.

Key Responsibilities

• Supervise daily operational functions across diverse areas, encompassing tax advisory, return preparation, bookkeeping, and client services.
• Leverage existing systems and technology to refine workflows and boost operational effectiveness.
• Monitor and manage project timelines to guarantee adherence to deadlines.
• Facilitate client communications, ensuring a superior client experience.
• Organize meetings, manage schedules, and prepare relevant documentation.
• Provide operational assistance to promote an efficient and effective team dynamic.
  
  

Required Skills

• Proven relationship-building abilities with a client-centric approach.
• Strong critical thinking, problem-solving, and decision-making capabilities.
• Aptitude for prioritizing tasks and independently meeting deadlines.
• Exceptional communication, time management, and organizational skills.
• Proficient in Microsoft Office Suite.
• Keen attention to detail with a strong commitment to accuracy.
  
  

Qualifications

• Bachelor's Degree in a relevant field.
• Previous experience in administrative roles, preferably within the financial services sector.
  
  

Career Growth Opportunities

We prioritize professional development, offering avenues for continuing education and growth within our organization, enabling you to advance your career alongside our evolving firm.

Company Culture And Values

Our workplace champions a friendly and collaborative environment, fostering teamwork and regular social engagements that enhance employee engagement and camaraderie.

Compensation And Benefits

• Competitive salary of up to $65K, complemented by a performance-based bonus.
• A hybrid remote work model following an initial training period, working Monday to Friday in 8-hour shifts.
• Comprehensive Medical, Dental, and Vision insurance plans.
• 401(k) plan with employer matching for your financial security.
• 17 days of paid time off annually to support your work-life balance.
  
  

If you are eager to join a progressive team in a nurturing environment, we encourage you to apply today—we are looking to fill this position promptly!

Employment Type: Full-Time