Position: Administrative Assistant
Location : Ashburn, VA, United States
Company: Abich Financial Services
Job Description/Overview:
Abich Financial Services seeks a Front Office Associate to deliver exceptional client experiences in person and over the phone. This role involves administrative, clerical, and supportive tasks. The ideal candidate will exhibit a positive attitude, excel in a coaching environment, and have strong multitasking and organizational skills.
Key Responsibilities:
Open and close the office daily.
Answer and manage incoming phone calls efficiently.
Greet clients and offer beverages to enhance their experience.
Manage mail (incoming and outgoing) to ensure timely correspondence.
Maintain and update Advisors’ calendars with appointments and cancellations.
Conduct daily outreach, scheduling, and follow-up calls.
Manage vendor relationships and office supply orders.
Prepare materials for workshops, educational classes, and client events.
Assist in event planning for clients and team members.
Provide training and support to team members as required.
Qualifications:
Minimum of 2 years of administrative experience.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
Strong organizational skills and the ability to prioritize tasks.
Previous office management experience is a plus.
Excellent verbal and written communication skills.
Familiarity with financial services (investment management, annuities, life insurance) is advantageous.
Experience:
At least 2 years in an administrative role.
Skills:
Organizational and multitasking abilities.
Customer service excellence.
Ability to handle confidential information discreetly.
How to Apply:
Submit your resume for consideration.
Additional Information:
Fragrance-free office environment due to employees with severe chemical sensitivity.
Bachelor’s degree preferred.
Who can Apply:
Candidates comfortable with the listed requirements and environment.
Email:
Job link
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