Deane Retirement Strategies is a small Investment Advisory firm in downtown New Orleans dedicated to providing personalized financial services and retirement planning to our clients. We pride ourselves on building strong, long-term relationships and delivering customized solutions that meet our clients' unique needs. We are looking for a motivated and detail-oriented Administrative Assistant to join our team.
Job Summary:
The Administrative Assistant will play a vital role in supporting day-to-day operations, client interactions, and administrative functions. The ideal candidate must have excellent computer, organizational, and communication skills. This role involves a mix of in-office duties and periodic remote work at management's discretion.
Key Responsibilities:
Provide general administrative support to the office.
Interact professionally with clients via phone, email, and in person.
Answer phone calls, respond to client inquiries, and schedule appointments.
Manage the copy and supply room, printing and mailing client documents.
Create, manage, and maintain reports for client presentations.
Build and maintain basic Excel spreadsheets for data tracking and reporting.
Maintain and manage a file-scanning database, ensuring that all client and firm records are accurate and up-to-date.
Assist with client onboarding and ongoing client information changes.
Perform other office-related tasks as required.
Open and close the office, ensuring a secure and welcoming environment.
Qualifications:
Proficiency in Microsoft Office (Word, Excel, PowerPoint) and general computer skills.
Ability to learn database management and scanning software.
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Ability to multitask and manage time efficiently.
Must be comfortable interacting with clients and maintaining professionalism.
Ability to work independently and remotely, as needed.
Experience in the financial services industry is a plus, but not required.
Education and Experience:
High School Diploma or equivalent (required); Associate's or Bachelor's Degree (preferred).
2+ years of experience in an administrative or office support role.
Benefits:
100% of employee only health insurance premiums paid
Fully funded Health Savings Account (HSA) for employee only
401(k) with employer match
Paid parking
Fridays off
Competitive salary
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications.