Administrative Assistant

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Now Hiring! Looking for a hard-working, outgoing team player with a positive attitude as an Administrative Assistant for growing wealth management firm in Downtown Delray. Applicants must be self-motivated and should possess excellent organizational and interpersonal skills. Strong writing and computer skills are also required. Please send resume and hourly wage requirements to


-To provide secretarial and administrative support, including typing, note taking, electronic filing, data input, ordering supplies, maintenance and management of information held by the Practice as may be required.

-Research, prioritize and follow up on needs and tasks of the CEO. Handle matters expeditiously, proactively and follow through on projects to successful completion, thinking things through.

-Greeting clients and answering all inbound calls in a warm, friendly and positive manner. Maintaining a professional looking lobby, conference room and common areas.

-Provides Practice overall administrative and operational client service support to assist with business activities and prospecting.

-Manages, under direction of Practice Manager, all outbound marketing mail campaigns.

-Coordinates e-newsletter and various email blasts, including CRM management and distribution.

-Coordinates travel and accommodation arrangements via telephone and correspondence, and prepares related agendas for the company as required.

-To perform such other duties, appropriate to the role, as may be required by the staff from time to time.


- 1-year experience in a similar function
- College degree
- Client service oriented
- Versatility, adaptability, responsiveness
- Ability to prioritize and take intelligent initiatives
- Good communication skills
- Writing skills
- Administrative and organizational skills
- Must have a professional appearance, poise and emotional maturity
- Word, Excel, Power Point


Required - Communication Skills, Multi Tasking, Positive Can-do Attitude, Client Service

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