Office Administrative Assistant on Track to Back Office Manager

$41,600 - $52,000/Yr

Milestone Asset Management Group - Avon, CT

Part-time,Full-time - Entry Level

Avon, CT

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Office Administrative Assistant position at Milestone Asset Management Group is designed for individuals looking to grow into a Back Office Manager role. This in-office position involves providing administrative support to the advisory team and managing client accounts across multiple office locations. The role offers flexible hours and the opportunity to work in a dynamic financial services environment.

Responsibilities

• Facilitate 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.

Requirements

• Prior 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.

Benefits

• Flexible hours with part-time or full-time options.
• 401(k) plan with immediate matching contributions.
• Profit sharing opportunities.