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Front Office Assistant

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• Answer phones in a professional manner, screen and route calls, as necessary.
• Greet clients and visitors and deliver world-class service.
• Assist clients in finding their way around.
• Announce clients, as necessary.
• Coordinate appointments and meetings and manage staff calendars and schedules.
• Confirm appointments via phone and/or email.
• Maintain polite and professional communication via phone, e-mail, and mail.
• Handle office tasks, such as electronic filing, generating reports and presentations, and setting up for meetings.
• Sort and distribute incoming mail, process outgoing mail and packages.
• Prepare meeting rooms.
• Assist colleagues with a variety of administrative tasks.
• Maintain office supplies and coordinate maintenance of office and equipment.
• Operate office machines including copiers, scanners, phone and voicemail systems, company computers, and other standard office equipment.
• Perform administrative and clerical duties including typing, electronic filing, and completion of forms.
• Maintain electronic filing systems.
• Organize and maintain office common areas.
• Organize travel by booking accommodations and reservations needs as required.
• Coordinate events, as necessary.
• Create, maintain, and enter information into databases.
• Anticipate the needs of others in order to ensure their seamless and positive experience.
• Client needs including but not limited to opening accounts, cost basis acquisition, assist in annual RMD functions, outside assets, and client data gathering.
• Understand client needs.
• Provide client support and handle client communications effectively.
• Address client concerns promptly and professionally.
• Ensure that client requests are handled timely and accurately.
• Performs other related duties as assigned.

The position provides general office support to the team with a variety of activities and related tasks. This position requires someone who is organized, very attentive to detail, strong communications, social disposition that thrives in a professional atmosphere, excels in multi-tasking, takes ownership in their work, exercises discretion, and works well in a group-oriented office.