Administrative Assistant at Barrett Capital Partners LLC in Weymouth, Massachusetts

Job Description:

THIS POSITION IS IN PERSON. REMOTE WORK NOT AVAILABLE

Job Summary

Front desk role including administrative ops, bookkeeping (Quickbooks), and other financial services duties.

Duties

- Perform general office duties such as answering phones, greeting visitors, and responding to emails

- Maintain and organize physical and digital files

- Assist with data entry tasks and updating records

- Support staff with scheduling appointments and meetings

- Assist with bookkeeping tasks using QuickBooks

- Provide excellent customer service to clients and visitors

- Front Desk Duties

Skills

-Previous experience in financial services

- Proficient in Microsoft Office Suite (Word, Excel, Outlook)

- Experience with QuickBooks or other accounting software is a requirement

- Strong organizational skills and attention to detail

- Ability to multitask and prioritize tasks effectively

- Excellent written and verbal communication skills

- Familiarity with phone systems and office equipment

A background check will be conducted.

Job Type: Full-time

Expected hours: 40 per week + Saturdays during Tax Season (OT)

Benefits:

• 401(k)
• Health Insurance

Schedule:

• Monday to Friday

Experience:

• Financial services: 1 year (Preferred)

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