Job Description

Job Overview

----------------


Join Jennings Financial Advisory Corp, a respected name in financial planning and advisory services, located in the heart of White Plains, New York. We are seeking a dedicated Office Administrator to be the backbone of our day-to-day operations. This role is central to ensuring the smooth functioning of our office, providing essential support to our team of financial advisors and enhancing client satisfaction. As an integral part of our collaborative environment, you will be entrusted with a variety of tasks that contribute significantly to both client experience and back-office efficiency. If you are a proactive professional with a keen eye for detail and a passion for organization, this inviting workplace offers you the opportunity to support our mission to deliver top-notch financial advisory services. With no remote work involved, you will be at the helm of our vibrant office community, ensuring each day runs seamlessly.



Salary Range: $18.00 per hour

Benefits

------------


Hourly Base Salary + Bonus Opportunities


Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Two weeks paid vacation

Paid Holidays

Team Lunches

Requirements

----------------


Education: High school diploma or equivalent and associate or bachelor's degree required.


Experience: Minimum of 1-2 years in an administrative role, preferably within a financial services environment.


Language Skills: Excellent verbal and written communication skills. Bilingual English & Spanish highly preferred.


Organizational Skills: Demonstrated ability to manage competing priorities effectively.


Technical Proficiency: Proficient with Microsoft Office Suite (Word, Excel, Outlook). IT knowledge is a plus.


Attention to Detail: Strong attention to detail and problem-solving skills.


Interpersonal Skills: Ability to build relationships with clients and staff.


Professionalism: Demonstrated ability to maintain confidentiality and exercise discretion at all times.

Responsibilities

--------------------

Front Desk Management

: Greet clients and visitors professionally, ensuring a welcoming and organized front office environment.

Administrative Support

: Assist with correspondence, filing, scheduling appointments and handling day-to-day office tasks efficiently.

Office Coordination

: Coordinating tasks between various departments and team members.

Client Assistance

: Provide information and support to clients over the phone and in-person, addressing queries promptly.

Data Entry

: Accurately input and manage data, maintaining confidentiality and integrity of client information.

Meeting Preparation

: Organize and prepare for meetings including managing calendars, drafting agendas and setting up conference rooms.

Adhoc Assistance

: Other tasks/IT projects as requested to work on together with the manager or individually with necessary guidance.