Administrative Assistant (Financial Services) jobs in United States
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livingHR, Inc. · 2 months ago

Administrative Assistant (Financial Services)

Livinghr is an independent wealth management company focused on building relationships and helping clients preserve and grow their wealth. The Administrative Assistant will provide vital administrative support to senior leadership while ensuring the smooth operation of the office and serving as the welcoming face of the organization.

Human Resources
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Growth Opportunities

Responsibilities

Serve as the welcoming face of the office—greet visitors and clients with warmth and professionalism
Answer, screen, and direct incoming phone calls
Provide general information and respond to basic inquiries
Manage incoming and outgoing mail and deliveries
Maintain a clean, organized, and presentable front desk and reception area
Schedule and manage meeting rooms and shared spaces

Qualification

Receptionist experienceMicrosoft Office SuiteOrganizational skillsCommunication skillsConfidentialityHospitalityOffice equipment familiarityVendor relationship managementOffice budget managementAdaptabilityLeadership team experience

Required

Proven experience as a receptionist, administrative assistant or similar
Excellent communication skills with a natural sense of hospitality and professionalism
Strong organizational skills and attention to detail
Adaptable to last minute changes with a high sense of urgency
Proficient in Microsoft Office Suite (Word, Excel, Outlook) and an interest in learning new systems
Familiarity with office equipment (printers, copiers, phone systems)
Ability to maintain confidentiality and handle sensitive information
Experience working with leadership teams

Preferred

Experience in a professional or financial services environment
Familiarity managing vendor relationships or office budgets

Benefits

Company-paid comprehensive medical insurance.
Optional dental and vision plans available at employee cost.
401(k) with an annual company contribution.
Generous PTO, paid holidays, and a supportive team culture.
Access to mental health resources and wellness initiatives.
Annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.

Company

livingHR, Inc.

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livingHR is The Work Agency® making work better for people because we know it creates better outcomes for humanity and business.

Funding

Current Stage
Growth Stage

Leadership Team

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Keri Higgins-Bigelow
Founder + CEO
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Company data provided by crunchbase