Office Assistant / Coordinator – $22‑25/hr

About the role

We are looking for a friendly, organized Office Assistant/Coordinator to be the first point of contact for clients and teammates. You will help create a welcoming environment, support client relationships, and keep daily office operations running smoothly.

Key responsibilities

• Greet clients and guests, prepare meeting rooms, and provide personalized touches such as birthday cards and holiday greetings.
• Answer phone calls and emails, schedule appointments, and maintain organized calendars.
• Maintain accurate client and prospect data in the CRM system and support onboarding activities.
• Prepare digital and paper materials for meetings, send communications on behalf of advisors, and document client interactions.
• Assist with social‑media initiatives, client appreciation events, seminars, and networking activities.
• Monitor advisor voicemails, manage office supplies, and support special projects.
• Ensure all records are filed correctly and daily tasks are prioritized before the end of each shift.

Required profile

• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Minimum 6 months of administrative support experience, preferably in a financial‑services environment.
• Strong attention to detail, professionalism, and ability to handle confidential information.

Required skills

What we offer

• Competitive hourly wage of $22‑$25 based on experience.
• Full‑time, Monday‑Friday schedule with two shift options.
• On‑site work in a supportive, relationship‑focused office environment.