<p>We are seeking a highly organized, detail-oriented, and client-focused Administrative Assistant to join our wealth management team. This individual will play an important role in supporting financial advisors, maintaining efficient office operations, and delivering an exceptional client experience.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Open and close the office and maintain a professional, welcoming environment.</li><li>Manage incoming calls, greet clients, coordinate deliveries, and distribute mail.</li><li>Order and maintain office supplies and assist with office events and client appreciation activities.</li><li>Prepare outgoing shipments and manage document tracking as needed.</li><li>Maintain organized records and ensure daily office operations run smoothly.</li><li>Serve as a primary point of contact for clients, providing courteous and responsive service.</li><li>Schedule and coordinate client appointments across multiple advisor calendars.</li><li>Prepare appointment confirmations, meeting reminders, directions, and client correspondence.</li><li>Create Zoom meeting links and assist with scheduling changes as needed.</li><li>Recognize client questions or concerns and direct them to the appropriate financial advisor.</li><li>Support advisors with administrative tasks and help ensure a positive, professional client experience.</li><li>Scan, upload, and process client documents accurately and promptly.</li><li>Handle checks and other time-sensitive items in accordance with established office procedures.</li><li>Prepare, proofread, and distribute letters and other client communications.</li><li>Follow firm policies and applicable procedures when handling confidential client and financial information.</li></ul><p><br></p><p><br></p>
<p>We are looking for an Office Manager to lead daily workplace operations and help create a safe, organized, and welcoming environment. The Office Manager will support facilities, security, onboarding, and administrative coordination across office locations while ensuring important records and business documentation are maintained with care. The role also contributes to employee engagement by helping organize workplace events and supporting internal communication across teams.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day office operations across multiple locations to keep workspaces functional, secure, and well maintained.</p><p>• Coordinate building access, alarm systems, surveillance tools, and key control processes in partnership with property contacts and service providers.</p><p>• Manage relationships with landlords, township offices, and external vendors to address permits, maintenance matters, leases, and other facility-related needs.</p><p>• Support employee onboarding by preparing desks and shared spaces, leading office orientations, and explaining workplace procedures, equipment use, and safety practices.</p><p>• Maintain office supplies, common areas, and inventory levels so employees have the resources needed for productive daily work.</p><p>• Organize internal office moves, furniture arrangements, and workspace changes for new hires, departures, and team transitions.</p><p>• Oversee records for off-site storage, licensing activities, and other administrative documents while handling sensitive information with discretion.</p><p>• Contribute to employee culture initiatives by assisting with appreciation events and participating in cross-functional internal committees.</p>