Administrative Assistant

  • location: Nashua, NH
  • type: Permanent
  • salary: $45,000 - $50,000 per year
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job description

Administrative Assistant

Our client, a prestigious Financial Planning firm in Nashua, NH, is seeking to add an Administrative Assistant to their team. The ideal candidate will have 5+ years of Administrative Experience and will either licensed (or desire/willing to be licensed) with Series 6 and/or 7.

Role: Administrative Assistant (Direct Hire)
Location: Nashua, NH
Schedule: 8am - 4:30pm M-F
Pay: $45,000-$50,000

- Greet visitors and set up conference room (making them feel welcome)
- Attend to visitors and deal with inquiries on the phone and face to face
- Answer telephone, screen and direct calls
- Schedule meeting for Financial Planner and manage appointment calendar
- Sending out birthday cards, appointment reminder calls and emails
- Assist client resources to answer financial/portfolio related inquiries
- Organize conference and meeting room bookings

Working hours: 8:00 AM - 4:30 PM

- Working autonomously is a big part of the role
- Work daily is MS Office (this is a key element of the position)
- Intermediate/Basic MS Excel skills required (Formulas)
- Must be self-motivated
- Must have excellent organizational skills
- Ability to handle a fast-paced office environment



??? Bachelor???s Degree
??? 5+ years of experience in a professional office environment, preferably in financial services
??? Series 6 or 7 desired but not a must (willing to train the right candidate)
??? Experience in retirement plan service (401k, profit sharing, etc) a plus but not a requirement
??? CFP a plus but not a requirement

For immediate consideration, please email or call 603/836-0349.

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    Administrative Assistant

  • location: Nashua, NH
  • job type: Permanent
  • salary: $45,000 - $50,000 per year
  • date posted: 10/30/2020