Assistant Jobs in Medford, NJ

A company located in Northeast Philadelphia is seeking a Facilities Assistant on contract to hire basis. This position would require the candidate to work on-site out of their office for 5 days a week. This position will be responsible for support leases and facilities management for 400+ national locations. Responsibilities of the Facilities Assistant Ensuring annual alarm systems certification for each site Providing branch managers with alarm codes Tracking forklifts and reconciling monthly bills Providing landlords with insurance certificates Data entry, including updating rent prices and entering new leases Reconciling tax payments Requirements of the Facilities Assistant Strong attention to detail Reconciliation experience Excel proficiency Excellent organizational skills Additional Details: Pay Range: $25hr to $30hr Employment: Contract to Hire Location: Northeast Philadelphia, PA 19154 Hours: Monday through Friday (8am-4:30pm OR 8:30am-5pm) The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ***********************************************

Join our dynamic personal injury law firm in Center City, Philadelphia, renowned for providing full-time roles with substantial career growth potential. Paralegal Compensation and Benefits: - Competitive salary based on experience - Retirement Plan: 401K - Health Benefits: Medical, Dental, Vision We are seeking a knowledgeable and detail-oriented Paralegal assistant to support our personal injury team. This is an excellent opportunity to grow your career within a top plaintiff's law firm. Responsibilities include: - Assisting both paralegals and attorneys in handling personal injury cases - Reviewing and organizing medical documents and records crucial for case development. - Handling client inquiries and maintaining communication to gather necessary information. - Coordinating with healthcare providers and insurance companies to obtain essential documentation. Qualifications: - Paralegal certification or relevant degree - Experience in personal injury law - Strong knowledge of no-fault insurance claims in PA & NJ & obtaining medical records - Excellent organizational and multitasking skills - Effective communication and interpersonal skills If you have a keen eye for detail and a solid understanding of personal injury procedures, we invite you to apply and become an integral part of our dedicated team.

Office Services Clerk, Philadelphia, PA (Onsite), $50,000-$55,000 Office Services Clerk - Responsibilities Manage front desk reception duties, including answering phones and directing calls. Greet and announce clients professionally. Handle mailroom support services, including copying, scanning, faxing, and sorting incoming/outgoing mail. Process invoices and packing slips, and manage petty cash logs. Deliver deposits to the bank as needed. Monitor and restock general office supplies. Place catering orders and set up/clean up meeting rooms. Support the Records and Conflicts Manager with file maintenance, client matter intake, and conflict checks. Travel occasionally to the Cherry Hill office for coverage as required. Office Services Clerk - Requirements High School diploma or equivalent required. 1-3 years of office support experience (law firm experience preferred). Reliable transportation (must have a car and valid driver's license). Strong customer service and multitasking skills. Basic proficiency in MS Word and Excel. Comfortable working in a quieter office environment. Schedule: Onsite, Monday-Friday, 9:00 AM - 5:00 PM.

Required Skills and Experience * 3+ years of experience in an office management role (supporting an office as a whole rather than support an individual) Comfortable with light technology support like printers, copiers, and Wi-Fi Experience being responsible for facilities management (coordinating property repairs, supplies inventory etc.) Experience interacting with executives Experience working in a large corporate environment (office headcount of 100+ people) Microsoft Office skills, including Excel Nice to Have Skills and Experience Oracle experience is preferred but not required Job Description * The Office Administrator will support a large office in the Blue Bell, PA area. They will provide administrative support for a large corporate office and should have experience in a similar environment. Responsibilities include but are not limited to: Supplies and inventory management, for example, ordering supplies and snacks and organizing them in the office and kitchen appropriately Facilities support, for example, coordinating with a plumber, electrician, or repairman, etc. as needed - Represent the company professionally as the first person people see at reception Support for AP processes (AP duties not included, but they will prepare AP info to go to a third-party finance team to prevent AP rejections) - Preparing the office, catering, conference rooms etc. for visits from Executives Any other ad hoc administrative support duties that arise This will be a permanent contract-to-hire position, and only candidates who can commit to long-term employment will be considered. Salary will vary depending on individuals' relevant experience between a range of $60K-$68K. Benefits include health, dental, vision, and 401K.

Heritage Consulting Group is a national firm that advises owners and developers of historic buildings through the development process, helping them to secure federal, state, and local incentives. Heritage has completed thousands of adaptive reuse projects throughout the country including many of the nation's most iconic buildings. Heritage is based in Philadelphia and has a staff of approximately 25 employees in various locations across the country. JOB SUMMARY Heritage Consulting Group's Administrative Coordinator is highly organized and proactive in managing day-to-day administrative tasks ensuring smooth operation of both office and remote staff. Reporting to the President, the Administrative Coordinator possesses excellent communication skills, acute attention to detail, and superior ability to multitask efficiently. The position will be based in either the Philadelphia or Kansas City office. This is not a remote position. RESPONSIBILITIES INCLUDE Provide comprehensive administrative support to the company, including managing schedules, arranging meetings, and preparing project documents and proposals. Oversee office operations, including ordering supplies, managing office equipment, and ensuring a clean and organized workspace. Assist project leads with opening and closing projects and assist with file and record management. Organize and maintain paper and electronic project records and documentation. Maintain and update databases and filing systems, project records, client contacts, office and administrative records, ensuring all information is accurate and easily accessible. Handle incoming and outgoing correspondence, including emails, phone calls, and mail. Assist with planning and coordinating company events, meetings, and client presentations. Ensure all office operations comply with company policies and regulatory requirements. Assist in the accounts payable process by uploading invoices, and coding and verifying accuracy of invoices. Assist with employee expenses, collecting and ensuring prompt payment. Other duties as assigned by Leadership team. QUALIFICATIONS An Associates or Bachelors degree is required; candidates with experience or interest in Historic Preservation, Architectural History, History, Business Administration, Office Management, or related fields preferred. Minimum of two (2) years in a consulting or professional services environment. Excellent organizational skills and multitasking abilities. Strong written and verbal communication skills. Proficiency in Microsoft Office Suite (Work, Excel, PowerPoint, Outlook) required; familiarity with InDesign desired. Familiarity with office management software and tools. Detail-oriented with a high degree of accuracy. Ability to work independently and as part of a team. Professional demeanor, proactive approach, and a strong sense of responsibility.

About the Company David Lerner Associates, a leading investment firm for nearly 50 years, is recruiting for a full-time Sales Assistant (registered or unregistered) with insurance support responsibilities for our Lawrenceville, NJ branch office. If you have a desire to be part of a successful organization, enjoy working in a support role, and are eager to learn about the financial services industry, this position may be for you. About the Role This role provides professional administrative, customer service, and marketing support to our Investment Counselors and their clients, and also acts as liaison between the Branch and our Insurance department, assisting with life insurance and annuities processing. Our ideal candidate will have a strong background in administrative support, be comfortable using Microsoft Office Suite (especially Word and Outlook), and demonstrate exceptional organizational and interpersonal skills. Responsibilities Answer phones and provide exceptional customer service to investors. Work collaboratively with assigned Investment Counselors, assisting with trade entries, verifying activity, and troubleshooting issues. Process new account paperwork (e.g., Suitability Profiles, ACATS, IRA forms). Prepare income planners and assist with seminar preparations, including occasional evening events. Serve as a liaison between clients, Investment Counselors, and Operations. Handle client inquiries promptly and professionally. Assist with receiving and processing life, health, and annuity applications. Perform routine follow-ups on pending cases and monitor policy delivery status. Maintain adequate quantities of insurance materials and support branch prospecting events. Provide administrative support to branch management as needed. Qualifications Current Series 7 and 63 licenses OR willingness to pass these exams within the first 5 months of employment. Strong administrative and organizational skills. Proficiency in Microsoft Office Suite. Exceptional time management and multitasking ability in a fast-paced environment. What We Offer Competitive salary plus overrides based on experience and licensing. Comprehensive benefits including ICHRA, dental, vision, FSA, company-paid life insurance, and LTD, and a suite of voluntary plans. 401(k) plan, generous PTO, and a 35-hour workweek. Free subscription to Calm for families. Professional and supportive management team. Equal Opportunity Statement DLA is an equal opportunity employer

About Us: EMCOR Facilities Services (EFS), an EMCOR core business, services over 1 billion square feet of commercial space across the United States. From corporate campuses to single sites, EFS provides a range of services that support mission-critical areas of financial services, manufacturing, pharmaceutical, transportation, and education sectors. Job Title: Facilities Assistant Job Summary: The Facilities Assistant will oversee the front desk and assist with the daily functions of the Norristown office. Responsibilities includes reception, light maintenance, ordering/stocking supplies, mailroom and other administrative duties. This role is required to be 100% onsite. Essential Duties and Responsibilities: Stamps/sends outbound USPS mail; sorts and distributes incoming mail, facilitates inbound / outbound shipments (UPS, FedEx, etc.) Stocks kitchen, office supply, and first aid cabinets, snack drawers and mailroom necessities. Places orders and manages backstock. Handles a moderate volume of calls on a multi-line phone system and directs calls as appropriate; Greets, announces, directs guests, contractors and deliveries. Replenishes facilities dispensers (e.g. sanitizer, utensils, etc.), and other facility related ticket / tasks (e.g. badge supplies, headsets, etc.) Performs regular cleaning of our soda fountain, other light cleaning and general maintenance duties as required throughout the office Miscellaneous facilities reporting & administrative tasks All other duties as assigned Qualifications: 2-3 years of Receptionist/Office Assistant experience required 2-3 years of Facilities Maintenance & Mailroom experience preferred HS Diploma Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR's normal application process - it is probably fraudulent. We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled

Job Title: HR/Office Assistant. FULL TIME JOB. Company: Quantum Integrators. Job Description: - Quantum Integrators is seeking an experienced HR/Office Assistant for our US New Jersey office located in West Windsor. The ideal candidate will have at least 5 years of experience in HR and administrative responsibilities. This role will primarily focus on HR and administrative duties, but may also involve managing front desk and related responsibilities as needed. Responsibilities: - Handling HR tasks such as filing, printing, immigration, state/federal taxes, vendor management. Managing front desk duties including answering calls, greeting visitors Running errands outside the office such as post office, banks, flight/hotel bookings Assisting with any other administrative tasks as needed Requirements: - 5 years of experience in HR and admin work Excellent communication skills Ability to work in the office 5 days a week _______________________________ About Us: - Quantum Integrators is an international strategy and business consulting group dedicated to helping clients create and sustain competitive advantages. Our mission is to help organizations achieve a "Quantum State", optimizing their ERP systems for maximum efficiency and productivity. Innovation is at the core of our business, as we strive to deploy enterprise solutions that bring together interrelated business processes under a standard architecture. Visit ************************** to learn more about our services...... Interested candidate can share resume @***************************************

The ideal candidate will be in charge of the organization and efficiency of daily office operations. From scheduling client meetings, to communicating between departments, you will be responsible for completing multi-level tasks in a professional and timely manner. Responsibilities Manage the reception area and staff to ensure effective communication both internally and externally Provide office guests with a hospitable experience Supervise the maintenance of office areas, equipment, and facilities Interact with IT, phone and building personnel as needed Book Keeping and Accounting Qualifications Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) Excellent written and verbal communication skills Ability to multi-task, organize, and prioritize work Associate or Bachelor Degree

Leonardo Helicopters is a multinational company, producing helicopters deployed in more than 150 countries across the globe. Leonardo Helicopters' U.S. headquarters has been in Philadelphia since 1980 and is home to a world-class production facility, maintenance center, training academy and stellar engineering team. We offer competitive compensation, exceptional benefits with a free healthcare option, 401k match, generous paid time off and much more. Summary: The Supplemental Type Certificate (Organization Designation Authorization (ODA) Associate Administrator is responsible and accountable and has authority to successfully oversight STC projects on behalf of the FAA as assigned by the Lead ODA Administrator, advising, and working closely with the STC Applicant team. As a Electrical Systems DER serves as the Subject Mater Expert on aircraft electrical and avionics systems and provides FAA approval for the associated certification documents. Responsibilities: Provide oversight specific STC design approval programs in adherence to all FAA and ODA approved processes and procedures. With Engineering staff and ODA Project Engineers, review and approve project plans, compliance checklists, conformity inspection plans, substantiation lists, unit member assignments, exemptions, issue papers, special conditions, and other necessary certification documentation. Schedule and chair FAA board meetings in support of STC projects. Interface with the FAA for assigned projects. Work closely with applicant engineering to ensure applicant showing of compliance and ODA finding of compliance for assigned STC projects. Under the Lead ODA Administrator, ensure the optimum certification and engineering methods are applied to achieve regulatory compliance. Coordinate ODA Unit Member (UM) assignments, training, and guidance. As a DER, serve as the primary point of contact for all certification activities related to electrical and avionics systems, and components. Oversee electrical and avionics systems design, environmental, ground and flight test programs. Provide FAA approval for electrical and avionics systems certification documents as delegated by FAA/ODA. Education: BS degree in Electrical/Aerospace Engineering, MS degree is preferred Experience: Minimum of 10 years of relevant aviation or aerospace industry experience In depth knowledge of all phases of aircraft design, testing, system safety, approval, FAA certification, manufacturing, inspection, service and continued operational safety ODA Administrator experience OR Must be able to meet the requirements contained in FAA Order 8100.15 to act as an ODA administrator, subject to approval by the ODA FAA OMT

Our Client in Vineland, New Jersey is seeking an Administrative Sales Support Specialist to join their team. This is a Full-Time, Temp to Hire position, Monday through Friday 8:00 am - 4:30pm. Those registered will be required to register with J & J Staffing Resources. To begin your application, please copy and paste the link below into your web browser: https://hrcenter.ontempworks.com/en/JJStaff Essential Duties: Provide support to the sales team General office duties include : filing, scanning, documenting, etc. Research information for sales accounts Maintain spreadsheets Manage emails Skills and Experience: Previous experience in sales highly preferred Excellent written and oral communication Ability to communicate effectively with Clients and Team members Proficient with MS Office programs J & J pays WEEKLY and we offer Direct Deposit, Medical, Dental and Vision Benefits, Paid Time Off, and a $$$ Referral Bonus $$$ !!! If you have previously registered with us, please call our office at 856-751-5050 so that we can update your information with you. Since 1972 J & J Staffing Resources has specialized in finding great jobs for great people. Every year we place thousands or candidates with thriving local companies. Put your trust in J & J. We look forward to working with you!

Who We Are: Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation's leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties as well as DSCR rental loans for long term investors. We have closed thousands of loans since we began lending fourteen years ago, producing nearly $3B in originations. ABL was acquired by a private equity firm in 2021, and with a renewed focus on growth, we've set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: Make Good Loans Provide Exceptional Service, Every Time Protect The Firm Build The Future Job Summary: The Sales Assistant is responsible for facilitating the sales pipeline process. This role involves coordinating and monitoring the progression of leads and opportunities through the sales funnel, ensuring smooth transitions between sales stages, and providing superior customer service. The Sales Assistant collaborates with the sales team, tracks key metrics, and provides regular reports and insights to encourage a more efficient sales process. Key Responsibilities: Pipeline Management: Monitor and manage the sales pipeline, ensuring leads and opportunities progress smoothly through each stage of the sales process. Lead Pre-Qualification: Assess the quality and viability of incoming leads, scheduling meetings for the lending team when appropriate. Sales Process Optimization: Continuously evaluate and refine the sales pipeline process, identifying bottlenecks, inefficiencies, and areas for streamlining. Implement improvements to enhance overall sales effectiveness. Collaboration: Work closely with the sales team, providing guidance and support on pipeline management techniques, best practices, and tools. Foster effective communication and collaboration between sales representatives and other departments. CRM Maintenance: Ensure accurate and up-to-date data entry in the customer relationship management (CRM) system, including lead status updates, sales activities, and customer interactions. Relationship Management: Support the sales team in building and maintaining strong customer relationships by providing timely updates, addressing customer inquiries, and resolving issues as needed. Qualifications and Skills: Proven experience in sales, sales operations, or customer service. Strong analytical and problem-solving skills with the ability to interpret data and draw meaningful insights. Excellent organizational and multitasking abilities to manage multiple leads and opportunities simultaneously. Proficient in using CRM systems and sales software tools. Strong communication and interpersonal skills to collaborate effectively with the sales team and stakeholders. Self-motivated and results-oriented, with a proactive approach to pipeline management. Detail-oriented with a focus on accuracy and data integrity. Ability to adapt to changing priorities and work well under pressure in a fast-paced sales environment.

About Us: Our client, a Financial Advisory Firm offering Small Business Lending, is seeking an Administrative Assistant to join their growing team in Turnersville, NJ. They are a small business brokerage, empowering clients to secure unsecured capital, enabling them to seize opportunities with confidence and achieve long-term growth as a new business owner. We are seeking a highly organized and proactive Administrative Assistant to join our team. This role is perfect for a detail-oriented problem solver who thrives in a fast-paced environment and enjoys contributing to a dynamic team . Key Responsibilities: Administrative Support Manage and organize email inboxes; respond to referrals and lead inquiries promptly. Handle daily tasks from email, Slack, and text communications. Print and organize weekly credit evaluations and advisor sheets. Maintain office supplies (e.g., paper, coffee/snacks) and keep the kitchen tidy. Coordinate and order weekly lunch plans for the office. Process office rent payments and miscellaneous bills. Scan and distribute meeting notes to appropriate team members. Upload monthly bank and credit card statements for the bookkeeper. Team Coordination Prepare agendas for weekly team huddles, bi-weekly one-on-ones, and quarterly reviews. Track PTO, manage employee day-off requests, and oversee quarterly team votes. Organize and send gifts for birthdays, anniversaries, and significant life events. Collect and document quarterly goals and team surveys. Plan team events, including happy hours, sales outings, and charity activities. Recruitment Support Post job openings, manage Indeed applications, and screen resumes. Coordinate interviews and assist with hiring decisions. Facilitate onboarding for new hires, including background checks, paperwork, and training schedules. Marketing and Event Support Maintain inventory of marketing materials; design and order new items as needed. Prepare materials for events and webinars. Organize and manage holiday gifts/cards for clients and partners. Errands and Miscellaneous Run errands, such as picking up mail, lunches, and packages. Ensure the office remains stocked, organized, and operating smoothly. Qualifications Proven experience as an executive assistant, administrative assistant, or in a similar role. Strong organizational skills and attention to detail. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Excellent written and verbal communication skills. Proficiency in office software and tools (e.g., email platforms, Slack, Excel). Positive attitude, resourceful mindset, and team-oriented personality. Perks Collaborative and supportive team environment. Opportunities for professional growth and development. Flexible schedule within a dynamic and fast-growing organization Pay range and compensation package Salary Range: $16-$20/hour; Hours: 25-35 hours/week; Will become full-time over time Job Type: Full-time; Monday-Friday between 8am-5pm Location: Turnersville, NJ Benefits: Medical Insurance, Dental, Vision, PTO, Work-Life Balance, Quarterly Employee Events. Equal Opportunity Statement Include a statement on commitment to diversity and inclusivity. If this sounds like your profile and you are looking for a career where your skills, values, and ambitions align with a growing, dynamic company, we encourage you to apply today and one of our specialized recruiters will connect with you! Follow us and apply at ********************************************

Franchising continues to grow as a method of expansion representing more than 50% of all retail sales used in the restaurant, personal service, gym, home service and health care industries. Franchisors.com is a community comprised of franchisors, franchisees and industry suppliers providing educational and networking opportunities, sharing best practices, mentorship and comradery. Franchisors.com represents some of the most popular events in franchising. Franchisors.com seeks a motivated and energetic self-starter to assist with investigating venues in a local market, creating budgets and timelines for events, managing vendor relationships, and collaborating with the marketing team to ensure seamless execution of events. If you have experience building content calendars, publishing content to social media accounts and channels, orchestrating email blasts on constant contact, marketing events or selling sponsorships, updating event websites, negotiating contracts with hotels or restaurants, working events on the ground, consider joining our dynamic team. From time to time you will be tasked with performing certain marketing activities for FisherZucker, LLC law firm, including promoting the firm in any Top Law firm listings, updating the firm website or representing it at industry trade shows. Responsibilities Managing content on franchisors.com Event marketing using constant contact and social media Marketing of premium event sponsorships Event management on site at events Event website and collateral material updates Managing a content calendar for franchisors.com and for individual events Publishing content to social media accounts and channels, Representing franchisors.com and events at industry trade shows Negotiating and documenting contracts with venues, hotels or restaurants Organizing groups of sponsors to host industry events, researching potential venues, securing the ultimate venue, working with the venue the day of, and successfully . executing the event Qualifications: • 4 year degree from an accredited school. • 2-4 years of experience in building content calendars, publishing content to social media accounts and channels, orchestrating email blasts on constant contact, marketing events or selling sponsorships, updating event websites, negotiating contracts with hotels or restaurants, working events on the ground. • Strong knowledge of constant contact database and personal experience on social media • Experience building content on and for social media to promote an enterprise or events. • Exceptional communication, negotiation, and task management skills. • Ability to handle multiple projects and work under tight deadlines. • Marketing acumen and experience implementing marketing strategies is highly desirable. Experience in Canva and/ or Adobe and light video editing capability would be a bonus Benefits: • Can be full time at a competitive salary and bonus structure with comprehensive health benefits package and a retirement plan with employer contributions or can be hourly or project based. • Prefer in office on Tuesdays and Thursdays, with a comprehensive list of assignments and projects to work on remotely. • Hybrid work options Employment Type Full-time, part time or project based, but not outsourcing to an agency

Hi, I would like to share an excellent opening Contact “ Administrative Assistant” do go through the details and kindly send me the updated resume. Type of Hire : Contract Mode of interview : WebEx / Teams Job Description : Key Responsibilities Financial Support: Assist with basic financial tasks, including budget tracking, expense reporting, and data analysis as directed by the COO. Contractor Onboarding: Coordinate the onboarding process for contractors, ensuring compliance with company policies and smooth integration into workflows. Administrative Duties: Manage scheduling, correspondence, and other administrative tasks to keep operations running efficiently. Project Management: Support internal projects by tracking progress, coordinating with team members, and ensuring deadlines are met. Communication: Act as a liaison between the COO and internal/external stakeholders, delivering clear and professional updates. Ad Hoc Support: Handle additional tasks and initiatives as assigned by the COO to drive business objectives forward.

Administrative Assistant - Contract - Philadelphia PA Proclinical is seeking an Administrative Assistant to support the team with essential organizational and communication tasks. Primary Responsibilities: This role focuses on maintaining efficient office operations and requires a proactive approach to managing administrative duties. Skills & Requirements: Strong organizational and filing skills. Proficiency in spreadsheet and computer applications. Excellent professional communication and presentation abilities. Attention to detail and a quality-focused mindset. Ability to work effectively with senior leadership. The Administrative Assistant's responsibilities will be: Organize and maintain filing systems, both physical and electronic. Develop and manage spreadsheets and other computer-based tools. Communicate professionally with clients and internal teams. Ensure accuracy and quality in all documentation and presentations. Scan and upload critical documents into electronic systems. Keep electronic systems updated and accurate. Capture meeting minutes and track action items. Regularly interact with senior leadership to support their administrative needs. If you are having difficulty in applying or if you have any questions, please contact Mike Raletz at m.raletz@proclinical.com Proclinical is a specialist employment agency and recruitment business, providing job opportunities within major pharmaceutical, biopharmaceutical, biotechnology and medical device companies. Proclinical Staffing is an equal opportunity employer. INDOA

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. Responsibilities Handle and coordinate active calendars Schedule and confirm meetings Ensure file organization based on office protocol Provide ad hoc support around office as needed Qualifications Bachelor's degree or equivalent experience Strong interpersonal, customer service and communication skills Ability to multitask Proficient in Microsoft Office suite

Schwartz Financial Associates of Firstrust Financial Resources , an established leader in the financial services industry, is seeking a part-time Administrative Assistant. The duties will include the following: Answer all inbound phone calls and route to proper person or their backup, or take a message Schedule Client Review Meetings and Maintain Client Review Tracking Greet Clients at the door and bring them water/coffee - The Administrative Assistant is often the ‘ first impression' a client or guest receives when visiting or contacting the office. Tidy up Conference Room after each client meeting Maintain list of licenses and appointments for all Advisors and Associates Renew licenses and appointments as required for business continuation Order and keep track of Client Gifts (Milestones, Holidays) Order and keep track of Office Supplies Occasional Event Coordinating and Planning Other Basic Administrative Duties Requirement and Skills: Strong written and verbal communication skills Excellent organizational and time management skills Great customer service and interpersonal skills Friendly, service-oriented personality Keen attention to detail Proficient with Microsoft Office, including Word, Excel, Outlook, and PowerPoint

Role: You will assist 1-3 financial advisors in our Horsham office. This is an in-office position. You will help the financial advisor(s) grow and maintain their practice by providing dependable clerical and administrative duties. This role ensures that clients are promptly, courteously, and professionally serviced, and that client questions and problems are effectively resolved. Responsibilities: Client Servicing Answer and return client phone calls Assist clients with inquiries, for example: Account balances and beneficiaries and paperwork or transactions Take instructions from clients and process transactions. Perform research to answer client questions, for example: call providers and obtain documents or to perform transactions Provide solutions to complex client issues, while keeping the financial representative advised, and documenting these activities Complete and document the Annual Meaningful Contact process for each advisory client. This includes a phone call, email, and follow-up appointment or report sent to the client Sales Support Inform the financial advisor of all client interactions by recording all calls and conversations in appropriate tracking software. Compile client information to prepare for advisor-client meetings: Pre-meeting information and agenda and after-meeting notes and follow-up tasks Process transactions as requested, and follow-up to assure the request is complete and correct. Assist with client social/promotional events on site or off-site General Document all interactions in CRM software Attend branch operations meetings and sales assistant conferences Stay apprised of investment industry and company rules and regulations Knowledge/Experience: Customer service experience Understanding of retirement plans and mutual funds, ETFs, and stocks Investment industry experience preferred Salary commensurate with experience Skills Required Customer service attitude with a business-savvy perspective Ability to develop strong client relationships Excellent written and oral communication skills Ability to work independently Problem solver and critical thinking skills Capable of working under deadlines Ability to research client issues Software Used: Microsoft 365, Salesforce, Albridge, Investment and Insurance company websites, Morningstar, eMoney