Administrative Assistant (Client Services)

UpSourced HR

3d • Onsite

About The Position

Chantelle Broughton Financial Planning is seeking a reliable and detail-oriented Administrative Assistant to support a busy financial planning office. This role is ideal for someone who enjoys working with people, staying organized, and keeping day-to-day operations running smoothly. The Administrative Assistant will be the first point of contact for clients and play a key role in ensuring a professional and welcoming office environment.

Requirements

• Previous experience in an administrative, receptionist, or office support role
• Strong organizational skills and attention to detail
• Friendly and professional communication style
• Comfortable using computers and learning new systems
• Ability to manage multiple tasks and stay organized
• Dependable and able to work independently

Nice To Haves

• Experience in a professional office (financial services, insurance, medical, etc.)
• Familiarity with CRM systems (or willingness to learn)
• Customer service experience

Responsibilities

• Greet clients and visitors in a friendly and professional manner
• Answer phone calls and respond to emails
• Schedule and confirm client appointments
• Prepare meeting rooms and materials for client meetings
• Manage calendars and coordinate appointments
• Maintain organized digital and physical filing systems
• Handle incoming and outgoing mail and packages
• Keep office supplies stocked and organized
• Support general day-to-day office tasks
• Contact clients to schedule review meetings
• Send appointment reminders and follow-ups
• Assist with basic client onboarding and paperwork
• Update client information in internal systems
• Use office software and CRM systems to track information
• Prepare simple documents and reports
• Assist with basic troubleshooting (printers, scheduling tools, etc.)
• Handle sensitive client information with care and discretion
• Follow privacy and confidentiality guidelines at all times

Benefits

• Stable, structured work environment
• Variety in day-to-day tasks
• Opportunity to build strong administrative and client service skills
• Supportive, professional workplace

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees