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Zusammenfassung
A leading financial planning firm based in Coral Gables is seeking a dedicated professional for a full-time, in-office role as an administrative assistant. The successful candidate will support client interactions, manage office operations, and handle essential administrative tasks. Candidates with a Bachelor's degree and experience in administrative roles are preferred, along with proficiency in Microsoft Office Suite and strong communication skills. This position is critical in maintaining a welcoming and efficient office environment.
Qualifikationen
Prior experience as a receptionist, administrative assistant, or office coordinator preferred.
Ability to work both independently and collaboratively.
Meticulous attention to detail is crucial.
Aufgaben
Serve as the first point of contact for clients and visitors.
Manage all incoming/outgoing mail and package deliveries.
Prepare and send DocuSign envelopes accurately.
Kenntnisse
Microsoft Office Suite
Exceptional communication skills
Strong organizational skills
Thoughtful problem-solving abilities
Ausbildung
Bachelor’s degree preferred
Tools
CRM systems
Jobbeschreibung
A leading financial planning firm based in Coral Gables is seeking a dedicated professional for a full-time, in-office role as an administrative assistant. The successful candidate will support client interactions, manage office operations, and handle essential administrative tasks. Candidates with a Bachelor's degree and experience in administrative roles are preferred, along with proficiency in Microsoft Office Suite and strong communication skills. This position is critical in maintaining a welcoming and efficient office environment.
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