Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon and Milford, CT, and Pearl River, NY. We specialize in Financial Planning and Wealth Management services for individuals nearing retirement with a minimum of $500,000 in investable assets.Role Description:This is an in-office role for an Office Administrative Assistant at Milestone Asset Management Group, located in Avon, CT. The position can be either part-time or full-time, with flexible hours. The Administrative Assistant will be responsible for:Opening new client accounts and handling ongoing service requests across all of our office locations (Avon, Milford, CT, and Pearl River, NY).Providing administrative support to the advisory team.Managing phone calls and email inquiries.Coordinating with multiple teams to ensure seamless account management and client service.Assisting with executive administrative tasks as needed.Key ResponsibilitiesFacilitate the onboarding process for new client accounts, ensuring accuracy and adherence to company protocols.Manage service requests such as account updates, beneficiary changes, and other client needs across our office locations.Provide exceptional client service, acting as the first point of contact for client inquiries.Support the advisory team with document preparation, scheduling, and administrative tasks.Maintain communication and coordination between offices to streamline operations.QualificationsPrior experience in administrative assistance, preferably within financial services or a similar field.Strong organizational and multitasking skills to manage tasks across multiple offices.Excellent phone etiquette and communication abilities.Proficiency in Microsoft Office Suite and other relevant software.Attention to detail and problem-solving skills.Ability to maintain confidentiality and professionalism.Must be able to work on-site in our Avon, CT office.BenefitsFlexible hours with part-time or full-time options.401(k) plan with immediate matching contributions.Profit sharing opportunities. recblid j90tzu5ddmxy7g4nw5we1tkwwr1mi5