About this role
This Administrative Assistant role provides front-line client support and supports day-to-day operations of a financial practice. The position includes scheduling, correspondence, event planning/execution, and handling forms and DocuSign-related workflows.
Key Responsibilities
- Answer phones and greet clients
- Schedule client appointments and maintain calendars
- Plan, coordinate, and execute client appreciation events and workshops
- Support meeting prep and follow-up, including forms and DocuSign
- Open and close the office daily and ensure first impressions
Technical Overview
The role is primarily operations-focused with light technology usage, including email, social media posts, and DocuSign workflows for documents and signatures. It also involves managing calendars and producing routine correspondence and reports.
Ideal Candidate
The ideal candidate is an upbeat, detail-driven Administrative Assistant who serves as a first point of contact for clients and supports daily practice operations. They have strong calendar and correspondence management skills, hands-on experience coordinating client events/workshops, and comfort handling forms, scanning, and DocuSign requests.
Must-Have Skills
Administrative supportClient service (first point of contact)Answer phonesSchedule client appointmentsEvent planning and executionMaintain calendarsDocuSign handlingIntegrity and accountability
Tools & Platforms
DocuSignEmailSocial media
Required Skills
Administrative supportanswer phonesgreet clientsmanage emailpostal mailschedule client appointmentsmaintain calendarsprepare correspondenceprepare reportsroutine office documentationclient appreciation eventseducational workshopscommunity engagement activitiesevent logisticsvenuecateringinvitationsRSVPsbudgetssocial media postsemail campaignspromotional materialsmeeting prepfollow-upfilling out formsscanningsending DocuSignsopen and close the office daily
Hard Skills
Administrative supportAnswer phonesGreet clientsEmailPostal mailSchedule client appointmentsMaintain calendarsPrepare correspondencePrepare reportsOffice documentationClient appreciation eventsEducational workshopsCommunity engagement activitiesEvent logisticsVenue coordinationCatering coordinationInvitationsRSVP managementEvent budgetsSocial media postsEmail campaignsPromotional materialsMeeting prepFollow-upFilling out formsScanningDocuSign
Soft Skills
friendly demeanorupbeat demeanorcommitment to excellencetask-orienteddetail-drivenself-motivatedintegrityaccountabilityleadershipteam environment collaborationenjoys working with peoplehigh standardsclient concierge serviceseamless client experience
Keywords for Your Resume
Administrative AssistantAnswer phonesgreet clientsclient appointmentsmaintain calendarscorrespondenceroutine office documentationclient appreciation eventseducational workshopscommunity engagement activitiesevent logisticsinvitationsRSVPsbudgetssocial media postsemail campaignspromotional materialsmeeting prepfollow-upfilling out formsscanningDocuSignsDocuSignoffice readinessopen and close the office dailyschedule client appointmentsanswer phones
Deal Breakers
Must be able to operate as first point of contact with a friendly, upbeat demeanor, Must be able to handle scheduling/calendar coordination and client appointment management, Must be able to use DocuSign for forms and follow-up
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