Administrative Assistant (Temporary) (On-site)

Primary Job Functions

• Serve as the first point of contact by greeting clients and visitors, answering and directing phone calls, and managing general inquiries
• Maintain a professional, organized, and welcoming reception area and common office spaces
• Manage daily mail operations including receiving, sorting, distributing, and coordinating outgoing shipments
• Order and maintain office supplies, kitchen inventory, and general office needs
• Support scheduling of meetings, conference rooms, and appointments
• Provide administrative support to advisors and client service team members as needed
• Aid in preparation of client meeting materials and basic document organization
• Support data entry and updates within internal systems (CRM, tracking tools)
• Help coordinate internal meetings, team events, and general office logistics
• Aid in ad hoc administrative projects and operational tasks
• Help ensure a positive and seamless experience for clients visiting or contacting the office
• Assist in responding to basic client requests and routing inquiries appropriately
• Support follow-up coordination to ensure timely responses and service completion

  Education / Qualifications

  • High school diploma or equivalent required
  • Associate or bachelor’s degree preferred
  • 1–3 years of administrative, receptionist, or office support experience preferred
  • Strong verbal and written communication skills with a professional demeanor
  • Highly organized with strong attention to detail and ability to multitask
  • Proficiency with Microsoft Office Suite (Outlook, Word, Excel)
  • Experience with CRM systems (Salesforce or similar) is a plus
  • Background in financial services or professional services environment is a plus