Dynamic Administrative Assistant - Growth & Client Support

Sequoia Financial Group Llc; Westlake (OH); On-site; USD 32,000 - 45,000; Full time

Job summary

Sequoia Financial Group Llc in Westlake, OH seeks an Administrative Assistant to support a team of professionals. The role involves managing correspondence, files, mail, and client interactions while coordinating internal processes for smooth operations.

The ideal candidate will have 2–3 years of administrative or customer service experience, strong communication skills, and notary or willingness to become one. Proficiency with Salesforce, Slack, Zoom, and Outlook is preferred.

Qualifications

• Minimum 2-3 years of administrative and/or customer service-related experience.
• Great communication skills, both verbal and written.
• Notary or willingness to become a notary public.

Responsibilities

• Manage correspondence, organize files and perform clerical duties.
• Coordinate internal processes to ensure smooth operations.
• Greet clients and visitors, providing a professional, welcoming atmosphere.
• Handle mail, packages and scanning as needed.
• Plan and organize meetings, events and travel arrangements.

Skills

Administrative experience

Customer service

Notary

Tools

Salesforce

Slack

Zoom

Outlook

Job description

Sequoia Financial Group Llc in Westlake, OH seeks an Administrative Assistant to support a team of professionals. The role involves managing correspondence, files, mail, and client interactions while coordinating internal processes for smooth operations.

The ideal candidate will have 2–3 years of administrative or customer service experience, strong communication skills, and notary or willingness to become one. Proficiency with Salesforce, Slack, Zoom, and Outlook is preferred.