Job Description

We’re seeking a reliable and detail-oriented Administrative Assistant to join our growing team. This is an entry-level opportunity ideal for someone looking to start or grow their career in financial services. The ideal candidate is organized, proactive, and comfortable supporting daily operations in a fast-paced environment.

Key Responsibilities:

• Manage calendars, schedule meetings, and coordinate internal communications
• Handle incoming calls and emails, directing inquiries as needed
• Assist with preparing reports, documents, and spreadsheets
• Support data entry and maintain organized digital and physical filing systems
• Help with billing, invoicing, and other basic financial tasks
• Order office supplies and manage inventory
• Perform general office duties to support the team and management

Qualifications:

• High school diploma or equivalent required; associate or bachelor’s degree is a plus
• 0–2 years of administrative or office support experience
• Familiarity with Microsoft Office Suite (Word, Excel, Outlook)
• Previous experience or internship in a financial services setting is a plus
• Excellent communication and organizational skills
• Strong attention to detail and the ability to multitask effectively

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