We are a Wealth Management Firm located in Paramus, NJ, seeking to hire an Administrative Assistant to work with a team of Financial Advisors. We are looking for a highly motivated individual who enjoys working in a team-oriented office environment. The ideal candidate should possess the following skills: reliability, professionalism, attention to detail, willingness, and desire to learn and be receptive to accepting constructive criticism, motivation to add value and be rewarded for doing so, adaptability and flexibility, and positivity with purpose.

• Enthusiastic, proactive, team player and is comfortable working in a fast-paced environment.
• Dictating notes and completing data entry for CRM (SmartOffice)
• Organize & Prepare for a variety of mailings including but not limited to events, annual reviews, progress reports, reminders, birthdays, etc.
• Microsoft Office tasks
• Take data from clients to submit Health & Life Applications
• Provide prompt, positive, accurate, friendly customer service.
• Maintain a strong work ethic with a total commitment to success each day.
• Creating lead lists, task lists, and learning internal systems, all centered around efficiency.

• Minimum 3 years of Administrative Support experience
• Advanced Microsoft Office (Word, Excel, and PowerPoint) skills
• Excellent verbal, written and interpersonal communication skills.
• Strong attention to detail and accuracy skills
• Strong organizational, multi-tasking, and prioritizing skills
• Financial services industry experience a plus
• A professional and pleasant demeanor, both in person and on the phone and a client - centric mindset

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

• 8-hour shift

• High school or equivalent (Preferred)

• Administrative: 5 years (Required)
• Microsoft Excel: 5 years (Preferred)
• Customer service: 5 years (Preferred