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Hybrid Remote Administrative Assistant for Financial Services

Remote, USA Full-time Posted 2025-05-22

Job Overview

Join our esteemed financial services firm as an Administrative Assistant, where your organizational prowess and attention to detail will play a pivotal role in supporting the Director of Operations. This position is tailored for individuals who thrive in a dynamic, collaborative environment, leveraging your skills to enhance operational efficiencies and support daily business functions. A hybrid remote work model will be available following the completion of your initial training period.

Key Responsibilities
• Facilitate the management of daily operations, encompassing tax advisory, return preparation, bookkeeping, administration, and client services.
• Employ technology to refine workflows and optimize operational processes effectively.
• Ensure adherence to project timelines, consistently meeting deadlines.
• Enhance client communications and contribute to an exceptional client experience.
• Organize meetings, oversee schedules, and prepare necessary documentation for both internal and external stakeholders.
• Provide essential administrative support to boost team productivity.

Required Skills
• Strong relationship-building capabilities with a client-centric approach.
• Proficient critical thinking, problem-solving, and decision-making skills.
• Ability to prioritize and manage multiple competing tasks independently.
• Effective communication, time management, and organizational skills.
• High proficiency in Microsoft Office, demonstrating meticulous attention to detail.

Qualifications
• Bachelor's Degree is preferred.
• Experience in administrative roles within financial services or related fields is beneficial.
• Proven track record of managing multiple priorities in a fast-paced environment.

Career Growth Opportunities

This role provides remarkable potential for career advancement, with access to professional development programs and tuition reimbursement initiatives designed to enhance your skill set.

Company Culture And Values

Our organization fosters a vibrant and collaborative culture where team members work collectively towards shared goals. We prioritize a supportive environment where innovation and teamwork thrive.

Compensation And Benefits
• Competitive salary of up to $65K, complemented by a performance-based bonus.
• Flexible hybrid remote work schedule, Monday to Friday, with 8-hour shifts.
• Comprehensive health benefits, including medical, dental, and vision insurance.
• 401(k) plan with employer matching to secure your financial future.
• Generous paid time off, totaling 17 days annually.
• Enjoy a fun and cohesive company culture with regular team social events.

If you are eager to join a proactive team and further your career in a prestigious firm, we invite you to apply today!

Employment Type: Full-Time

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