Office Administrator

Talent Wealth Recruiting partners with independent wealth management firms nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm in Rockville overseeing approximately $1.8 billion in client assets, is seeking an experienced, sharp, and highly motivated Office Administrator. This individual will provide proactive, virtual and in-office support for the firm's financial advisors and play a critical role in delivering efficient, high-quality client service within a boutique office environment.

Excellent opportunity for a polished and organized professional to join a successful wealth management firm. This position interfaces with clients, guests, and all levels of employees daily.

• Receives and directs visitors and telephone calls; maintains a record of inquiries, as required.
• Answer and manage incoming telephone calls promptly according to Firm policy.
• Sorts, screens, and distributes incoming and outgoing mail.
• Transmits and receives messages with the home office.
• Maintain a professional appearance for the reception area, lobby, and conference rooms.
• Monitors document status through importing, scanning, and submission of documents.
• Maintains, processes, and updates files, records, and other documents.
• Maintains inventory, stocks, and distributes office supplies.
• Cross-trains and assists with other operational functions as required.
• Provides general administrative support to branch management.
• Handle ad hoc requests and special projects as needed.
• Perform operational tasks as assigned.
• Work closely with all firm associates to execute core responsibilities, firm goals, and initiatives.
• Work efficiently and facilitate a team-oriented culture.

• Exceptional face-to-face, telephone, and written communication skills for professional interaction with clients, guests, and employees.
• Successful candidates will demonstrate a proven ability to be professional and courteous while attending to clients and visitors in person and managing incoming telephone calls effectively.
• Must maintain a professional business appearance and demeanor at all times.
• Must be able to type 50-60 words per minute.
• College degree or high school diploma and relevant work experience.
• 2 or more years of receptionist and administrative experience.
• Strong organizational skills and attention to detail are essential.
• Ability to handle multiple tasks efficiently and effectively.
• Knowledge of Microsoft Office Products;
  Outlook, Excel, Word, and PowerPoint.
• Strong initiative and work ethic, and an ability to work both within a team and on a self-directed basis.