Job Details

ResponsibilitiesManage multiple Outlook calendars, schedule client meetings, and coordinate Zoom appointments.Serve as the first point of contact for clients both in-person and over the phone.Assist with document management, including sending, tracking, and organizing documents through DocuSign.Greet visitors and maintain a clean, professional, and welcoming office environment.Support general administrative needs such as filing, mail handling, and office organization.RequirementsMinimum education: High school diploma or equivalent (required).Experience using Outlook for email and calendar management (experience with multiple calendars is a plus).Excellent phone etiquette, communication skills, and professionalism.Quick learner with DocuSign or similar electronic signature platforms.Prior experience working in an office environment.Reliable transportation and ability to work in-office full-time.Experience in a financial firm is preferred but not required.Skills & AttributesHighly organized and detail-oriented.Ability to multitask in a fast-paced environment.Friendly, professional, and client-focused demeanor.Comfortable learning new software and technology.CompensationHourly rate is based on experience and reflects both industry background and technical skill level.BenefitsPaid Time Off (PTO)Health, vision, and dental insurance401(k) retirement planPaid holidaysWhy Join UsBe part of a collaborative, supportive, and professional team environment.Gain hands-on experience in the financial services industry.Opportunity for increased responsibilities and growth over time.
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