Office Assistant - Hingham, MA
About The Position
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? South Shore Retirement Services in Hingham, MA is looking for a strong Office Assistant to join our reputable financial firm as the welcoming first face our clients see. In this pivotal role, you will create a positive and lasting first impression both in person and over the phone, ensuring every client feels valued and supported from the moment they enter our office. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Requirements
- Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
- Demonstrates proficiency and confidence working across various platforms and operating systems; Microsoft Office and CRM (HubSpot, Redtail or SalesForce)
- Collaborative team player willing to assist others
- 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
Responsibilities
- Provide phone backup
- Greet clients and visitors in a professional, friendly manner
- Prepare conference rooms for client meetings
- Calendar management
- Organize estate planning document binders for clients and witness as needed
- Prepare outgoing mail and process incoming mail
- Scan and upload documents as needed
- Assist with basic data entry and general office tasks
- Replenish conference room waters and supplies
- Keep kitchen area clean and stocked
- Load and unload dishwasher as needed
- Maintain overall tidiness of common areas
Benefits
- Health, dental, and vision insurance
- Paid time off and holidays
- 401(k) with company match
- Professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
