Virtual Services Admin

We are seeking a life-long team member who wants to be a part of a positive, inspiring culture and communicates that to themselves every day.

Key Responsibilities:

•     Greet clients and visitors warmly, ensuring a positive first impression of the firm

•     Manage all incoming calls and inquiries, and documenting notes from every client conversation in our database

•     Maintain an organized, compliant and efficient e-filing system

•     Schedule and coordinate client meetings, both in-person and virtual

•     Coordinate all incoming and outgoing physical correspondence, ensuring timely distribution to staff, clients, and vendors

•     Provide administrative support to staff, including and not limited to data entry, electronic filing, and document preparation

•     Uphold the firm's policies and procedures, ensuring compliance with legal and SEC standards

•     Maintain a clean and organized office and meeting space

•     Track and order supplies, as needed

•     Schedule office maintenance, as needed

Our Team Culture Thrives On:

- A Teamwork Mentality, Collaboration

- Open Communication

- Integrity, Honesty, Respect

- Problem-Solving

- High Follow-Through

- A Self-Starter, Execution of Responsibilities

What we will provide for you:

- A competitive compensation plan

- A positive and supportive work environment enabling you to develop your skills, collaborate with other professionals and invest in others

- A vision of a great life in the future, and the support that it takes to achieve it

Recommended Skills

• Adaptability
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• Administration
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• Attention To Detail
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• Communication
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• Confidentiality
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• Coordinating

Requirements

Qualifications:

•     High school diploma or equivalent

•     Friendly demeanor and soft interpersonal touch, with the ability to establish a lasting rapport with clients

• Empathy, patience, and adaptability are key in this crucial role

•     2+ years of experience in a front desk or client service role. Big plus if you have experience in a financial or legal environment

•     Proficient computer and telephone skills required; experience with client management software preferred

•     Excellent verbal and written communication skills

•     Strong organizational and multitasking abilities, with a high attention to detail

•     Professional demeanor and appearance

•     Ability to work independently and as part of a team

•     High level of integrity and confidentiality