Overview
TRC – Exec Admin Assistant – Program Admin Jobs in Jamestown, NY at The Resource Center
Company: Claremont Financial Group, Inc.
Location: Costa Mesa, CA
About Us: We are a financial advising firm specializing in personal financial planning, management, and guidance. Our commitment to exceptional customer service and top-notch financial services sets us apart. We are dedicated to helping our clients achieve their financial goals with personalized and professional advice.
Position: Receptionist/Administrative Assistant
Job Description: We are seeking a highly organized and personable Receptionist/Administrative Assistant to join our team. The ideal candidate will be responsible for managing various office duties, ensuring smooth communication between advisors and clients, and providing exceptional customer service.
Key Responsibilities:
Manage calendars and schedule appointments for financial advisors.
Coordinate and organize meetings, ensuring all necessary arrangements are made.
Serve as the first point of contact for clients, providing a warm and professional welcome.
Ensure smooth communication between advisors and clients, addressing inquiries and providing information as needed.
Maintain and update client records and office files.
Process forms and documents with meticulous attention to detail to meet different client needs.
Assist with general office duties, including answering phones, handling mail, and ordering supplies.
Support the team with administrative tasks and special projects as required.
Qualifications:
Strong interpersonal and communication skills.
Excellent attention to detail and organizational abilities.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
Previous experience in a receptionist or administrative role is preferred.
Ability to multitask and manage time effectively.
A positive and professional demeanor.
Why Join Us:
Opportunity to work in a dynamic and supportive environment.
Be part of a team dedicated to making a positive impact on clients’ financial well-being.
Competitive salary and benefits package.
Room for growth and professional development.
If you are a motivated individual with a passion for providing exceptional customer service and have the skills to manage office duties efficiently, we would love to hear from you!
How to Apply: Please send your resume and a cover letter to [email address] with the subject line “Receptionist/Administrative Assistant Application.”
Job Type: Full-time
Pay: $50,000.00 – $60,000.00 per year
Benefits:
401(k)
Paid time off
Retirement plan
Schedule:
8 hour shift
Day shift
Work Location: In person
Title: TRC – Exec Admin Assistant – Program Admin
Company: The Resource Center
Location: Jamestown, NY
