Responsibilities:
• Answer, screen, and direct incoming phone calls and messages.
• Greet and welcome clients, ensuring a positive first impression.
• Order lunches daily for the office
• Manage calendar by coordinating appointments between client, advisor and other outside professional’s schedules
• Perform administrative tasks including data entry, creating forms and letters, scanning, uploading and faxing documents, and maintaining a digital filing system of said documents.
• Maintain clean and organized reception area, advisor offices, meeting spaces and supply room.
• Order and manage office supplies and ensure office equipment is in working condition
• Process incoming and outgoing mail and deliveries
• Assist with operational needs, internal communication and help execute client facing events
• Complete ad-hoc projects and tasks as requested.
Qualifications & Requirements:
• Prior administrative experience in a professional serv...