About the Role

Our client is seeking a highly organized Administrative Professional to support multiple advisor teams in a fast-paced, client-focused environment. This role is ideal for someone who thrives under pressure, enjoys working behind the scenes to keep operations running smoothly, and brings strong attention to detail.

Key Responsibilities

• Provide administrative support to multiple advisor teams
• Prepare, review, and edit confidential correspondence
• Manage document scanning, organization, and archiving across systems
• Prepare travel expense reports and billing allocation reports
• Handle time-sensitive quarterly client tax payments
• Support ad hoc administrative projects as needed

Required Skills & Qualifications

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Strong organizational skills with exceptional attention to detail
• Ability to multitask and work effectively in a fast-paced environment
• Clear and professional communication skills
• Team-oriented mindset with a proactive approach