Administrative Assistant/Receptionist

Oxford Financial Group, Ltd.

Georgia (VT)

On-site

USD 50,000 - 60,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

A financial services firm is seeking an Administrative Assistant/Receptionist to provide essential support and manage daily operations. The candidate will assist with tasks such as coordinating meetings, handling incoming calls, and performing general office support. A strong organizational ability, proficiency in Microsoft Office, and a professional demeanor are essential for success in this full-time, onsite role.

Qualifications

Professional demeanor with the utmost respect for confidential matters.
Ability to work independently and in a team environment.
Excellent written and verbal communication.

Responsibilities

Manage special projects and assist with overflow work.
Coordinate client meetings and maintain documentation.
Answer and direct incoming calls promptly.

Skills

Excellent communication skills

Organizational skills

Detail-oriented

Proficient in Microsoft Office Suite

Ability to multi-task

Education

Associate Degree in a business-related field

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Join to apply for the Administrative Assistant/Receptionist role at Oxford Financial Group, Ltd.

1 day ago Be among the first 25 applicants

Join to apply for the Administrative Assistant/Receptionist role at Oxford Financial Group, Ltd.

Direct message the job poster from Oxford Financial Group, Ltd.

Talent Specialist at Oxford Financial Group, Ltd.

Position Summary:

The Administrative Assistant/Receptionist is a member of the Administrative Services team, providing essential support to colleagues and ensuring smooth daily operations. This role manages special projects, assists with work overflow and delivers high-quality results with professionalism and attention to detail. Responsibilities include welcoming and assisting Oxford guests, answering and directing phone calls, coordinating catering needs, and scheduling conference rooms. The Administrative Assistant/Receptionist also provides general office support to Oxford associates as needed, maintaining a prompt, friendly, and service‑oriented approach.

This is a 100% on‑site position.

Duties & Responsibilities:

Back-up for Executive Assistant/Meeting Planner team, assist with overflow work and special projects such as:

Coordinates client meeting preparation and follow-up
Coordinates client meeting preparation and follow up
Initiates, prepares, collects meeting preparation materials and coordinates with lead EA
Creates client meeting agendas and client meeting packets for lead EA
Prepares client follow-up letters for lead EA
Pulls financial reports electronically
Prepares, prints, collates, scans and binds reports and deliverables
Prepares, files, and distributes follow up communication
Assists Meeting Planners with Salesforce work and special projects

Performs general office and reception duties

Copies, prints, scans, faxes and mail/FedEx documents as requested
Assists with filling and e-filing maintenance on team shared drive and LaserFische
Manages Contact database and upkeeps data in various systems
Answers and directs incoming calls within two-three rings
Greets and assists clients and visitors in a friendly and professional manner
Accepts deliveries and courier packages and notifies associates of deliveries

Assists with business development activities when needed

Handles supplying associate bios, company brochures, and preparing discussion guides for client prospects
Researches prospects and companies as requested

Follows new and existing approved policies and procedures

Keeps EA informed of completed tasks
Enters time accurately and on time in the TimeTracker system

Performs other duties

Contacts building management for minor repairs and heating/cooling adjustments
Stocks all supplies
Prepares coffee throughout the day

Qualifications:

Associate Degree in a business-related field or equivalent experience
Excellent computer skills in Microsoft Word, Excel, PowerPoint and Outlook
Ability to master telephone system and all basic office equipment
Must have a professional demeanor with the utmost respect for confidential matters
Must be able to work independently and in a team environment
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be detail oriented with excellent organizational skills
Must have ability to multi-task
Must have ability to work in a high stress, fast paced environment
Must have strong work ethic with a positive attitude

Working Conditions: