Office Administrator - Hingham, MA

Advisor Talent Solutions • Hingham, MA

34d • $52,000 - $60,000 • Onsite

About The Position

South Shore Retirement Services in Hingham, MA is looking for a strong Office Administrator to join their reputable financial firm. This role is the welcoming first face clients see, creating a positive and lasting first impression both in person and over the phone, ensuring every client feels valued and supported. The ideal candidate desires to work in the financial industry long-term and contribute to the growth of the business, with a sharp phone presence and a love for building rapport with prospects and clients being a must.

Requirements

• High School Diploma
• 1+ years of administrative office experience in a fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM’s (HubSpot, Redtail or SalesForce)
• Must be able to multitask effectively in a fast-paced environment, managing competing priorities while maintaining a high level of accuracy and attention to detail
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication; written and verbal
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Nice To Haves

• Experience working in the financial industry is a plus!

Responsibilities

• Greeting clients, prospects, and visitors
• Answering and directing incoming calls
• Managing and coordinating calendars for advisors and leadership team
• Scheduling, confirming, and updating client and prospect meetings
• Emailing clients and prospects regarding appointments and meeting updates
• Maintaining information and meeting activity in HubSpot
• Coordinating conference room schedules and preparing rooms for meetings
• Keeping the reception area and conference rooms organized and stocked
• Maintaining kitchen and office supplies
• Handling incoming and outgoing mail and packages
• Providing general administrative support to the advisors and leadership team

Benefits

• Health, dental, and vision insurance
• Paid time off and holidays
• 401(k) with company match
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED