Administrative Assistant I - Crossroads Planning, LLC : Job Details

About Us: Crossroads Planning is a financial planning and tax preparation firm dedicated to helping our clients achieve their financial goals. We offer a comprehensive range of services, including tax preparation, retirement planning, and investment management. Our team of professionals is committed to providing exceptional service and personalized financial solutions.

Job Description: We are seeking a highly organized and detail-oriented Administrative Assistant I to join our team. The successful candidate will provide administrative support to our financial planners and tax professionals, ensuring smooth and efficient office operations.

Primary Responsibilities:

• Greet clients and visitors, providing a warm and professional welcome.
• Answer, screen and direct phone calls, taking messages as needed.
• Schedule and manage appointments and meetings for staff.
• Maintain and organize client profiles and files, ensuring confidentiality and accuracy.
• Assist with follow-ups and providing technical support to gather client information, unpaid invoices and documents needing signatures.
• Manage office supplies and ensure break areas are clean and well-stocked. This includes washing coffee cups and maintaining the coffee station to provide a welcoming atmosphere for staff and guests.
• Handle incoming and outgoing mail and deliveries.
• Perform other administrative tasks as assigned to support the team.

Qualifications:

• High school diploma or equivalent; associate's or bachelor's degree preferred.
• Proven experience as an administrative assistant or in a similar role.
• Proficiency in Microsoft Office Suite, Google Suite, and DocuSign.
• Experience with client relationship management software.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to handle confidential information with discretion.
• Customer service-oriented with a professional demeanor.

Benefits:

• Competitive salary commensurate with experience.
• Paid time off and holidays.
• Professional development opportunities.
• Friendly and supportive work environment.