Financial Integrators, a dynamic, holistic wealth management company, is seeking a professional, engaging, organized individual to join our Administrative Assistants team. This role is critical to maintaining client relationships and creating a welcoming environment for staff and visitors.

Specific job duties include, but are not limited to:

• Building client relationships and being the professional first point of contact during visits and incoming phone calls
• Answering, screening, and correctly routing calls
• Performing administrative activities such as setting appointments, ensuring meeting materials are prepared, and handling mail and packages
• Responding to internal and external inquiries, and distributing accurate information while maintaining confidentiality standards
• Communicating and collaborating with staff members
• Tracking and following up on outstanding items to bring them to completion, researching solutions and solving problems
• Recording numerical and financial data accurately and efficiently to produce financial records
• Ordering, obtaining, and distributing office supplies
• Setting future workflow actions and creating staff assignments

Qualifications

• High school diploma or equivalent required; Associate’s degree or equivalent experience preferred
• At least two years of related administrative and bookkeeping experience highly preferred
• Excellent written and oral communication skills
• Analytical ability to make decisions with limited direction
• Solid computer skills, including the ability to learn technology and various systems including video conferencing, Familiarity with Google Workspace, Salesforce, Excel, and Word highly preferred
• Strong attention to detail and ability to follow through on tasks
• Organizational, reading comprehension, math, and problem-solving skills
• Must have the ability to balance working independently with working in a team environment
• Self-starter, multi-tasker, problem solver, goal oriented and a team player
• Reports to a manager or supervisor

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 25 pounds at a time