Administrative Assistant

About the Role

Provide administrative and operational support to the team, helping to ensure the smooth day-to-day running of the office and business activities. Assist with scheduling, communications, record keeping, onboarding coordination, and general administrative tasks while developing professional and organizational skills.

Key Responsibilities

• Provide administrative support to managers and team members across a range of business activities.
• Welcome and assist visitors, clients, and colleagues in a professional and friendly manner.
• Manage incoming calls, emails, mail, and general inquiries, ensuring they are directed to the appropriate person or team.
• Schedule meetings, appointments, training sessions, and travel arrangements as required.
• Prepare, format, and distribute correspondence, reports, presentations, and other documents.
• Maintain accurate records, files, databases, and internal documentation.
• Support the tracking of requests, action items, deadlines, and other administrative processes.
• Assist with meeting logistics, including room bookings, agendas, materials, and follow-up actions.
• Support new joiners throughout the onboarding process by coordinating orientation activities, training schedules, and required documentation.
• Assist with expense reporting and administrative finance tasks in line with company procedures.
• Support updates and maintenance of information within internal systems and external partner databases.
• Operate and maintain office equipment and coordinate support when required.
• Handle confidential information with discretion and in accordance with company policies.
• Build effective working relationships with internal teams and external stakeholders.
• Carry out other administrative and team support duties as assigned.

Qualifications

• High school diploma required.
• Associate’s degree, Bachelor’s degree, or relevant administrative experience preferred.
• Strong written and verbal communication skills.
• Good interpersonal skills with the ability to build positive working relationships with colleagues, clients, and external partners.
• Strong organizational skills with the ability to manage multiple tasks and priorities effectively.
• High attention to detail and a proactive approach to problem-solving.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Ability to handle confidential information with professionalism and discretion.
• Willingness to learn new systems, processes, and industry knowledge.
• Previous administrative, customer service, office support, internship, or coordination experience is an advantage but not required.
• Interest in financial services or wealth management is beneficial.

Working Conditions

• Full-time, office-based role requiring on-site attendance five days per week.
• Regular use of computers, telephones, and standard office equipment.
• Occasional lifting or moving of light office materials.
• Fast-paced environment requiring strong organization, flexibility, and time management skills.
• Attendance and punctuality are important to support business operations and team collaboration.