Job Description

JOB TITLE: Administrative Assistant

MAX PR: $18.00/hr

LOCATION: Kettering, OH 45429 (100% Onsite)

JOB TYPE: 12 months contract

Shift : Monday – Friday, 8:00 AM – 5:00 PM (1-hour lunch)

Position Summary

We are seeking a highly organized and proactive Administrative Assistant to support a Financial Advisor with day-to-day operations. This role is critical in ensuring smooth client interactions, efficient scheduling, and accurate administrative processes in a fast-paced, client-focused environment.

Administrative & Operational Support

• Manage daily administrative tasks and keep advisor organized
• Prepare and organize materials for client meetings and presentations
• Complete expense reports and track follow-ups and deadlines
• Monitor email inbox and respond to urgent requests

Client Service & Communication

• Greet clients and ensure a welcoming experience
• Set up meeting rooms and prepare materials for appointments
• Communicate messages clearly and promptly
• Handle client documentation with accuracy and professionalism

General Office Support

• Maintain organized workspace and office supplies
• Assist with ad hoc administrative tasks

Required Qualifications

• 6+ months of administrative or operations support experience
• Strong organizational and multitasking skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to handle confidential information with discretion
• Professional demeanor and client-facing experience

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