Office Administrator

Baystate Financial; West Hartford (CT); Vor Ort; USD 38.000 - 56.000; Vollzeit

Zusammenfassung

A large financial firm in West Hartford, CT is seeking an enthusiastic Office Administrator to join their team. This full-time position requires candidates to have Financial Services experience and excellent interpersonal skills. Responsibilities include general receptionist duties, coordinating appointments, and managing office compliance tasks. The ideal candidate will possess strong computer skills, specifically in Microsoft Office, along with organizational and time management abilities. A commitment to detail and teamwork is essential.

Qualifikationen

• Must have experience in Financial Services.
• Excellent telephone and interpersonal skills are required.
• Strong computer skills essential, particularly in Microsoft Office.
• Highly organized with good time management and attention to detail.
• Able to work as part of a team and adapt to varying situations.

Aufgaben

• Perform general receptionist duties.
• Provide general administrative assistance as directed.
• Review correspondence for FINRA compliance.
• Set and confirm appointments, schedule meetings.
• Manage office compliance responsibilities.
• Oversee facility management projects.
• Support advisors with submitting business to processing units.
• Manage office compliance responsibilities.

Kenntnisse

Financial Services experience

Excellent telephone skills

Interpersonal skills

Strong computer skills

Organizational skills

Time management skills

Attention to detail

Team player

Tools

Microsoft Office

Windows

Jobbeschreibung

Baystate Financial, a large financial firm with offices throughout New England, is looking for an enthusiastic and talented professional to fill the full‑time (35 hours) position of Office Administrator in our West Hartford, CT office.

Applicant must have financial services experience, excellent telephone and interpersonal skills, strong computer skills (Microsoft Office and Windows), organizational and time management skills, and attention to detail. Must be willing to assume additional responsibilities, be a team player, and have the ability to adapt and work efficiently within a variety of situations.

Responsibilities

• Perform general receptionist duties.
• Provide general administrative assistance as directed by firm management and/or staff.
• Review correspondence for FINRA compliance; process and mail outgoing mail via UPS and FedEx.
• Set and confirm appointments, schedule and coordinate meetings.
• Run administrative reports, prepare and distribute firm bulletins and communications.
• Order supplies and maintain the supply inventory.
• Oversee facility management projects.
• Support advisors with proper instruction on how to submit business to processing units.
• Manage office compliance responsibilities.

Interested candidates should submit resume and cover letter.

Baystate Financial is an equal opportunity employer.

We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.