Client-Focused Office Administrator — Financial Firm

Advisor Talent Solutions; Hingham (MA); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off and holidays

401(k) with company match

Job summary

Advisor Talent Solutions is recruiting an Office Administrator for our client in Hingham, MA. In this on-site role, you will be the first point of contact, greeting clients and supporting the daily operations of a financial services office.

The ideal candidate has at least 1 year of administrative experience, strong communication skills, and proficiency with Microsoft Office and CRM systems (HubSpot, Redtail or Salesforce).

Qualifications

• High School Diploma or equivalent required.
• 1+ years administrative office experience in a fast-paced environment.
• Proficient with Microsoft Office and CRM platforms (HubSpot, Redtail or Salesforce).
• Ability to multitask and maintain high accuracy in a busy office setting.
• Strong organizational skills and attention to detail.
• Excellent client-facing communication and relationship-building abilities.

Responsibilities

• Greeting clients, prospects, and visitors.
• Answering and directing incoming calls.
• Managing and coordinating calendars for advisors and leadership.
• Scheduling, confirming, and updating client and prospect meetings.
• Emailing clients and prospects regarding appointments and updates.
• Maintaining information and meeting activity in HubSpot.
• Coordinating conference room schedules and preparing rooms for meetings.
• Keeping reception area and conference rooms organized and stocked.
• Maintaining kitchen and office supplies.
• Handling incoming and outgoing mail and packages.
• Providing general administrative support to the advisors and leadership team.

Skills

Microsoft Office Suite

HubSpot CRM

Redtail CRM

Salesforce

Multitasking

Organizational skills

Phone etiquette

Education

High School Diploma

Tools

HubSpot

Redtail

Salesforce

Job description

Advisor Talent Solutions is recruiting an Office Administrator for our client in Hingham, MA. In this on-site role, you will be the first point of contact, greeting clients and supporting the daily operations of a financial services office.

The ideal candidate has at least 1 year of administrative experience, strong communication skills, and proficiency with Microsoft Office and CRM systems (HubSpot, Redtail or Salesforce).