Sr. Administrative Assistant

6AM City, LLC

Kentucky

On-site

USD 48,000 - 65,000

Full time

9 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

6AM City, LLC is seeking an experienced Sr. Administrative Assistant to support daily office operations in Columbus, OH. This contract-to-permanent role focuses on delivering an excellent client experience and coordinating administrative tasks for a Wealth Management Advisor.

You will manage calendars, welcome visitors, coordinate travel, prepare reports, and ensure smooth office workflow with strong attention to detail and service orientation.

Qualifications

  • 2+ years of administrative support experience.
  • Front desk/reception experience preferred.
  • Strong organizational and multitasking abilities.
  • Clear verbal and written communication.
  • Proficiency with Microsoft Office and CRM tools.
  • Ability to coordinate schedules, meetings, and client communications.
  • Commitment to delivering high-quality client service.

Responsibilities

  • Greet clients and visitors, manage reception duties and create a positive first impression.
  • Manage calendars, schedule appointments, and share details with clients and stakeholders.
  • Assist with new client setup by collecting information and entering records in CRM.
  • Plan meetings from start to finish, including logistics and materials.

Skills

Organizational skills
Client-facing
Communication
Calendar management
CRM systems

Tools

Microsoft Office
CRM software

Job description

Job Description

Job DescriptionWe are looking for an experienced and organized Sr. Administrative Assistant to support daily office operations and deliver an excellent experience for clients in Columbus, Ohio. This Contract to permanent opportunity is ideal for someone who thrives in a client-facing environment, manages competing priorities with confidence, and brings strong attention to detail to administrative coordination. The person in this role will serve as a key point of contact for visitors and clients while providing dependable support to a Wealth Management Advisor and helping keep the office running smoothly.

Responsibilities
  • Welcome clients and visitors, oversee reception activities, and create a strong first impression in the office.
  • Manage calendars, arrange appointments, and communicate scheduling details clearly with clients and internal stakeholders.
  • Support new client setup by collecting required information and accurately entering records into the company CRM and related systems.
  • Organize meetings from start to finish, including logistics, materials preparation, conference call coordination, and follow-up administrative tasks.
  • Provide ongoing administrative assistance to the Wealth Management Advisor, helping prioritize daily activities and maintain efficient workflow.
  • Maintain an orderly and inviting office setting while handling a broad range of administrative duties as business needs arise.
  • Assist with client communications, intake activities, and documentation to ensure timely and accurate service delivery.
  • Coordinate travel arrangements and help prepare business documents, reports, and other office correspondence as needed.
Requirements
  • At least 2 years of experience in an administrative support role.
  • Prior experience in a front desk, reception, or other client-facing position is preferred.
  • Strong organizational skills with the ability to manage multiple tasks and shifting priorities effectively.
  • Clear verbal and written communication skills with a detail-oriented and service-oriented approach.
  • Proficiency with Microsoft Office applications and comfort learning new business systems and CRM tools.
  • Demonstrated ability to coordinate schedules, meetings, and client-related administrative processes with accuracy.
  • Strong judgment and a commitment to delivering a high-quality client experience.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Client-Facing Administrative Specialist for Wealth Management
Client-Facing Administrative Specialist for Wealth Management

6AM City, LLC • Kentucky

On-site
USD 48,000 - 65,000
Administrative Assistant
Administrative Assistant

Creative Financial Staffing, LLC • Worthington (OH)

On-site
USD 42,000 - 48,000
Client Service Representative
Client Service Representative

Conservative Financial Solutions • Harrison (OH)

On-site
USD 42,000 - 56,000
Administrative Assistant
Administrative Assistant

Andrews & Cole • Bethesda (MD)

On-site
USD 40,000 - 60,000
Client Experience Coordinator
Client Experience Coordinator

CFO Systems Recruiting Division • Westport (CT)

On-site
USD 77,000 - 104,000
Administrative Assistant
Administrative Assistant

The Larko Group • Chicago (IL)

On-site
USD 42,000 - 54,000
Office Coordinator
Office Coordinator

Masis Professional Group • Denver (CO)

On-site
USD 42,000 - 66,000
Office Coordinator Ohio, United States
Office Coordinator Ohio, United States

Netcracker Technology • Cincinnati (OH)

On-site
USD 42,000 - 56,000
Coordinator
Coordinator

Bernstein Private Wealth Management • Cleveland (OH)

On-site
USD 60,000 - 65,000
Administrative Assistant
Administrative Assistant

Hy-Tek • Erlanger (KY)

On-site
USD 35,000 - 50,000