The administrative assistant supports office operations through tasks like purchasing supplies, cleaning, organizing, answering phones, maintaining client files, bookkeeping, event planning, and coordinating travel. Duties also include marketing activities on social media, ensuring compliance requirements are met, and assisting advisors with client meetings. Qualifications include a bachelor's degree, strong computer skills, multi-tasking abilities, and experience with event planning, social media, and accounting software. Compensation includes a competitive salary based on experience plus benefits.

1. Administrative Assistant
Job Summary
The AdministrativeAssistantsupportsoperationsby planning,organizingandimplementingoffice
administration.He/she will be responsible foramultitude of differentactivitiesasitrelatestooffice
management,eventplanning,bookkeepingandmarketing.
Job Dutiesand Responsibilities
The AdministrativeAssistantcanexpecttofocusinthe followingareas:
 Maintains office bypurchasingsupplies/groceries,cleaningkitchen,organizinggeneral office
areas andcompletingofficeservicerequests
 Answersphonesandmanagesfrontof office,greetingclientsandvendorsastheycome in
 Performsgeneral marketing activitiessuchasbrand consistency,mailingsand social media
postings
 Maintains clientfilesanddigitizingoffice
 Conductsgeneral bookkeepingandaccountspayable using QuickBooks
 Overseescontinuededucationandmembershipforadvisors- continuingeducationand
membershiprenewals
 Overseestravel coordinationforownersandadvisors
 Plansevents- locationscouting,booking,invitationdesign,menuconstruction
 Schedulesclientmeetingsandmaintainsadvisorcalendars
 AssistsAssociate withclientmeetingpreparationasneeded
 ServesonCompliance committee andcompletescompliancetasksasneeded
Skillsand Qualifications
The AdministrativeExecutivepositiontypicallyrequiresthe followingqualifications:
 Bachelor’sdegree fromanaccreditedcollegeoruniversity
 Proficiencywith MicrosoftOffice-Word,Excel, PowerPointandOutlook
 Abilitytomulti-taskandjuggle amultitude of projectsatone time
 Self-starter,takesinitiative
 Professionalism
 Good verbal communicationskills
 Desire/abilitytoworksuccessfullyinasmall companyenvironment

2.  Experience witheventplanning isaplus
 Proficiencywithsocial media- Facebook,Twitter,LinkedIn isaplus
 General accountingskills- QuickBooksandaccountspayable are a plus
Salary and Benefits
Pay/benefitsare competitive basedonindustrystandards.
 Salarywill be basedonexperience
 Benefitsinclude medical stipend,401(k),PTO