Administrative Assistant

Key Responsibilities

• Serve as the first point of contact for clients, guests, and visitors, delivering an exceptional hospitality experience while creating a welcoming and professional first impression.
• Welcome and register visitors, notify appropriate team members of arrivals, and ensure a seamless office experience.
• Cookout and confirm client appointments, including outbound confirmation calls and meeting logistics as needed.
• Manage a multi-line phone system by professionally answering, screening, and directing incoming calls while providing outstanding customer service.
• Maintain an organized, polished, and client-ready reception area, conference rooms, and shared office spaces.
• Cookout and execute routine office maintenance and facilities requests, serving as the primary liaison with building management to ensure a safe, functional, and professional workplace.
• Cookout and plan and execute client events, team meetings, and office initiatives for the Westbrook location.

Requirements

• Must-Have Qualifications:
• A high school diploma required, higher education preferred.
• 2–3 years in an administrative role, preferably within a fast-paced office or financial services environment.
• Skills And Technology Expertise:
• Strong attention to detail and organizational ability.
• Proactive mindset with minimal need for direct oversight.
• Comfort using CRM systems.
• Excellent communication skills, both verbal and written.

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

• 100% employer-covered medical benefits and HRA account.
• Dental & vision plans.
• Short and long-term disability insurance.
• PTO + 10 NYSE company holidays per year.
• 401K with company match program.
• Free onsite parking.
• Company-provided laptop and required technology.

About the Role

We are seeking a highly organized and proactive Administrative Assistant to support our growing advisor team in our Westbrook, CT office. This is a hands-on administrative role focused on client service, operational efficiency, and office management. The position will require independence, initiative, and adaptability. The ideal candidate will be comfortable working with teams, managing multiple tasks, and interacting with clients and advisors in a professional and welcoming manner.