Job Description
Responsibilities:
• Answer, screen, and direct incoming phone calls and messages.
• Greet and welcome clients, ensuring a positive first impression.
• Order lunches daily for the office
• Manage calendar by coordinating appointments between client, advisor and other outside professional’s schedules
• Perform administrative tasks including data entry, creating forms and letters, scanning, uploading and faxing documents, and maintaining a digital filing system of said documents.
• Maintain clean and organized reception area, advisor offices, meeting spaces and supply room.
• Order and manage office supplies and ensure office equipment is in working condition
• Process incoming and outgoing mail and deliveries
• Assist with operational needs, internal communication and help execute client facing events
• Complete ad-hoc projects and tasks as requested.
Qualifications & Requirements:
• Prior administrative experience in a professional services environment is a must.
• Excellent verbal and written communication and typing skills
• Strong organizational and multitasking abilities along with an eye for details and critical thinking skills
• Proficiency with Microsoft Office and basic office equipment is a must. Power Point not needed.
• Friendly, professional demeanor and a customer-service mindset.
• Ability to work both independently and collaboratively in a fast-paced environment.
• High level of professionalism, discretion, and ethical conduct.
• Professional attire required at all times.
• Must be able to navigate a complex series of programs and systems simultaneously.
• Prior experience in a financial advisor’s practice is preferred.
• Associate or bachelor’s degree in business, accounting or finance preferred but not required with prior suitable administrative experience.
Estimated Min Rate : $30.50
Estimated Max Rate : $45.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:
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