Administrative Assistant

    Updated today
    Binghamton, NY 13901
    Full-time, Part-time
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    Job Description

    Job Description

    S.E.E.D. Planning Group, LLC is seeking an Administrative Assistant to be a key member of our client services team. The ideal candidate will have a passion for helping clients and making sure clients have a great experience in our welcoming atmosphere. We are looking for an individual who is comfortable working independently as well as collaborating as part of a team. The candidate must be a good problem solver, organized, technologically literate, and excited about interacting with clients.

    Career Track:

    This position will have the opportunity to grow into management level roles within various departments (e.g., Operations, Human Resources, Finance, Client Experience, etc.).

    Duties include:

    • Welcoming clients and directing office foot traffic

    • Supporting advisors by managing schedules, processing paperwork, and monitoring supply inventory

    • Providing general administrative and clerical support (including mailing, scanning, and faxing)

    • Learning and adapting to new programs that organize and record client information

    • Troubleshooting office equipment (computers, copier, fax etc.) and software

    • Researching and investigating new technologies and programs

    • Promoting positive communication and relationships both in house and with clients

    Required Qualifications:

    • One year of experience working in a professional office setting

    • Proficiency in Microsoft Word and Excel

    • Exceptional verbal and written communication skills

    • Able to multitask and manage assigned projects

    Additional (Preferred) Qualifications:

    • Customer service experience

    • Calendar management skills

    Company Description

    S.E.E.D. Planning Group, LLC is a fee-only Registered Investment Advisor, providing financial planning, investment management and retirement planning services. We are not your traditional financial services firm; we are a team of disrupters. We continue to grow at an accelerated rate and have built our core values around our people and culture. We take pride in encouraging every member of the team to pursue their interests and to develop as future leaders.
    Posting ID: 602728089Posted: 2021-05-10Job Title: Administrative Assistant