Administrative Assistant, Office Operations & Support

OneDigital Investment Advisors LLC; Reston (VA); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning and development programs

Expense reimbursement

Job summary

OneDigital Investment Advisors LLC is seeking an Administrative Assistant to support day-to-day office operations and provide comprehensive administrative help to the Principal and team. You will manage visitor arrivals, coordinate conference rooms, and handle client-related data and documents with accuracy.

The role requires excellent communication and organizational skills, along with the ability to work independently and manage multiple priorities in a fast-paced environment.

Qualifications

• Excellent verbal and written communication skills.
• Good interpersonal and customer service skills.
• Exceptional organization skills.
• Must be a team player and able to work independently.
• Must be able to manage multiple priorities.
• Able to maintain confidentiality.

Responsibilities

• Greet and direct visitors.
• Coordinate use of conference rooms and assist in setup/cleanup for meetings.
• Provide administrative support to the Principal and others, including: requesting census information, updating client checklists, updating CRM with policies, renewal dates, participants, premium, projections and documents.
• Request and follow-up on signatures from clients for renewal; create termination letters and forward to carriers.
• Print and bind client presentations as needed; pull reports from carrier websites.
• Assist with seminars (on and off site) and day-of tasks.
• Provide office management duties: review service contracts, maintain equipment, train staff on equipment, purchase office furniture and supplies.
• Handle mail daily and distribute; send checks to corporate office; order and maintain office supplies.
• Other projects as assigned by management.

Skills

Verbal and written communication

Interpersonal skills

Organizational skills

Team player

Independent work

Multitasking

Confidentiality

Job description

OneDigital Investment Advisors LLC is seeking an Administrative Assistant to support day-to-day office operations and provide comprehensive administrative help to the Principal and team. You will manage visitor arrivals, coordinate conference rooms, and handle client-related data and documents with accuracy.

The role requires excellent communication and organizational skills, along with the ability to work independently and manage multiple priorities in a fast-paced environment.