Our goal is to hire the right person to join our support team that manages the administrative tasks for three Financial Planners. We can be extremely flexible for the right person and offer a laid-back and pleasant working environment. Great opportunity for meaningful employment!
Job Summary:
The ideal candidate is a flexible problem-solver who has superb communication skills and a detail-oriented mindset. This person should have experience thriving in an administrative role. Effective multitasking and a unique ability to handle the unexpected are essential qualifications for the position. We are seeking a dedicated and organized individual to oversee the daily operations of our office, ensuring a productive and efficient workplace. The ideal candidate will be responsible for a variety of administrative tasks, includes managing office supplies, coordinating meetings, handling correspondence, and supporting the overall administrative needs of the team.
Key Responsibilities:
- Greet and assist clients/visitors, ensuring a welcoming and professional atmosphere.
- Coordinate and schedule meetings, appointments, and travel arrangements for team.
- Handle incoming and outgoing correspondence, including emails, phone calls, and mail.
- Process client requests and communications.
- Assist in organizing events and meetings.
- Maintain and update office records, databases, and filing systems.
- Assist with the preparation of reports, presentations, and other documents, as needed.
- Assist with bill payments.
- Support marketing efforts.
- Manage office supplies and inventory, ensuring items are stocked and ordered in a timely manner.
- Understand and adhere to all Prudential policies and procedures.
- Maintain confidentiality of company and client information.
- Work closely with other administrative staff and support other colleagues as needed.
- Perform other administrative duties as required to support the team.
Qualifications:
- Previous experience in office administration, office management, or similar role preferred.
- Excellent organizational and multitasking abilities.
- Strong written and verbal communication skills.
- Attention to detail and problem-solving skills.
- Professional and friendly demeanor.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office software.
- Ability to work independently and as part of a team.
- High school diploma or equivalent required; additional qualifications in office administration or a related field are a plus.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
- Must be able to learn and retain a large amount of procedural information in a relatively short period of time.
- Strong technology/computer aptitude including proficiency with Microsoft Office Suite.
- Exceptional oral and written communication, and customer service skills.
- Intuitive and resourceful to gather, analyze and resolve complicated issues.
- Manage in and outbound calls with professionalism.
- Demonstrate accuracy and thoroughness.
- Possess excellent time management skills.
- Thrive in a fast-paced environment.
- Ability to excel in a team environment, as well as work independently.
- Effective multi-tasking, organization and prioritization skills, and ability to handle the unexpected.
- Ability to maintain a positive attitude and approach to work, even in difficult or stressful situations, is essential.
- Maintain an organized and efficient office environment.
- Behave in a professional manner, including being respectful, ethical, and responsible in interactions with others.
Hours:
- Flexible hours, with a preferred schedule of 9:00 AM to 4:30 PM Monday through Friday.
Compensation:
- Starting pay of $14-$18 per hour, based on experience.
Benefits:
- Paid Time Off (PTO).
- Retirement plan with company match.
- Opportunities for professional development and growth.
- Positive and collaborative work environment.
How to Apply:
Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to ashley.moore@prudential.com by July 5.
If you are a motivated and detail-oriented individual looking to contribute to a dynamic team, we encourage you to apply!