Remote Hybrid Administrative Assistant | WFH

Job Overview

We are looking for a motivated Administrative Assistant to become an integral part of our thriving financial services firm. In this pivotal role, you will provide essential support to the Director of Operations, ensuring the smooth management of daily activities, optimizing workflows, and exploring opportunities for process enhancement. This position offers an exceptional chance to work within a boutique registered investment advisory firm dedicated to delivering outstanding investment management services to individuals and small to mid-sized enterprises.

Key Responsibilities

• Supervise daily operations across various functions, including tax advisory, return preparation, bookkeeping, and client services.
• Leverage existing systems and technology to streamline workflows and boost operational efficiency.
• Oversee and manage project timelines to guarantee compliance with deadlines.
• Facilitate client communications, ensuring a superior client experience.
• Organize meetings, schedules, and document preparation.
• Provide operational assistance to enhance team effectiveness and efficiency.
  
  

Required Skills

• Strong ability to build relationships with a client-centric approach.
• Proficient in critical thinking, problem-solving, and making informed decisions.
• Capable of prioritizing tasks and independently meeting deadlines.
• Excellent communication, time management, and organizational skills.
• Proficient in Microsoft Office applications.
• High attention to detail and a strong commitment to accuracy.
  
  

Qualifications

• Bachelor's Degree.
• Relevant experience in an administrative capacity is preferred.
  
  

Career Growth Opportunities

This role provides various avenues for professional development, including tuition reimbursement and opportunities for advancement within the organization.

Company Culture And Values

We promote a welcoming and collaborative work environment, fostering teamwork and regular social events that enrich our workplace culture.

Compensation And Benefits

• Competitive salary up to $65K, with performance-based bonuses.
• Hybrid remote work arrangement post-training, Monday to Friday, with 8-hour shifts.
• Comprehensive Medical, Dental, and Vision insurance coverage.
• 401(k) plan with employer matching.
• 17 days of annual paid time off.
  
  

If you are eager to contribute to a dynamic team in a supportive environment and are ready to make a meaningful impact, we encourage you to apply today!

Employment Type: Full-Time