[About Us]
We're seeking an enthusiastic individual to join us as an Administrative Secretary & Team Support Specialist. If you thrive in a lively work environment where creativity and innovation are encouraged, this is the perfect role for you!
[Role Overview]
We are seeking an organized and proactive Administrative Secretary & Team Support Specialist to join our growing team. This dual-role position is essential for the smooth operation of our operations, providing central administrative support and secretarial services to our top advisers. The ideal candidate will have a keen eye for detail, strong organizational skills, and a passion for fostering a collaborative team environment.
[Key Responsibilities]
Central Administration:
-Keep our documents organized and handle all our mail.
-Support new advisers and ensure they have everything they need.
-Create and share the weekly team reports and monthly newsletter.
-Manage invoices, payments, and organize awesome office events.
Secretarial Services for Top Advisers:
-Update client portfolios and follow up on documents.
-Assist clients with their admin tasks and keep our CRM in top shape.
-Conduct service calls and keep advisers on track with reminders.
[Skill Development Opportunities]
Gain valuable experience in marketing tools and administrative tasks. Enhance your organizational and multitasking skills in a dynamic work environment. Develop a deeper understanding of financial advisory processes and client management. Grow within the company with opportunities for career advancement. Participate in creative and innovative projects that foster professional growth.
[What We Offer]
Competitive compensation within a range of $1900 to $2200 per month. Valuable learning experiences in marketing tools and administrative tasks. A dynamic work environment where creativity and innovation are encouraged. Opportunities for growth within the company.
[Qualifications]
Proven experience in an administrative or secretarial role preferred. Strong organizational and multitasking abilities. Excellent communication skills, both written and verbal. Proficiency in Office Suite (Google Docs, Sheets, Slides, etc). Familiarity with CRM systems and financial documentation is a plus. High attention to detail and ability to maintain confidentiality. Ability to work independently and as part of a team.
Apply now and be part of a team that values growth, innovation, and positivity.
