Lighthouse Financial Advisors, Inc. · 1 week ago
Receptionist / Administrative Assistant
Red Bank, NJ
Full-time
Onsite
New Grad, Entry LevelLighthouse Financial Advisors, Inc. is dedicated to simplifying financial complexities for their clients. They are seeking a Receptionist / Administrative Assistant to manage phone calls, perform clerical tasks, and provide outstanding customer service to support the operations of the office.
Financial Services
Hiring Manager
Robert Walsh, CPA/PFS CFP® CRPC®
Responsibilities
Answer and manage incoming phone calls; direct calls and take accurate messages
Respond to client inquiries as appropriate
Attend and assist in client meetings
Collaborate with team members on daily operations and special projects
Perform routine office duties including scanning, filing, and data entry
Prepare and process routine client applications
Handle mailings and shipping (USPS, FedEx, Stamps.com)
Order office supplies and manage inventory
Run occasional office errands (bank, lunch orders, etc.)
Qualification
Required
Warm, professional communication and interpersonal skills
Energetic, proactive, and 'can-do' attitude
Strong organizational skills with the ability to manage processes and paperwork efficiently
Ability to thrive in a deadline-driven environment
Proficiency in Microsoft products
Reliable, punctual, and detail-oriented
Preferred
Financial services or professional office experience
Client-facing experience a plus
Benefits
Paid overtime during tax season
Company
Lighthouse Financial Advisors, Inc.
Your Vision. Our Expertise. We want to liberate you from the complexity of finances so you can enjoy the journey.
Founded in 1999
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Brennan Guli
Advisor/Shareholder/Chief Operating Officer/Chief Compliance Officer
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