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Administrative Assistant

Mariner Agency

Mariner is a financial services firm that provides wealth advisory, investment banking, and tax management services to clients.

Manasquan, NJ Full-time Posted 2mo ago wealth managementfinancial services
$55k–$65k Apply directly →

This client-facing Administrative Assistant role is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associate’s clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations. The primary responsibilities of the Administrative Assistant are to greet all clients and guests both in-person and via telephone, sort and direct incoming communication, maintain the atmosphere, organization and orderliness of all common areas of the office and assist with various ad hoc projects and support where needed.

Responsibilities:

  • Greet clients and guests in-person and via phone

  • Set up, organize, and book conference rooms as needed

  • Receive, sort and forward all incoming calls, facsimiles, USPS mail and overnight shipments to in-office recipients and remote office locations

  • Monitor office, printing, and kitchen supplies, order as needed

  • Create shipping labels, schedule courier services, and provide copy support as requested by various individuals of the organization

  • Assist in printing and binding presentation books and materials

  • Regular scan and fax operations

  • Assist in event planning activities

  • Set up workstations for new associates

  • Providing support as needed to various business leaders

Qualifications

  • 3+ years’ experience working in a service-oriented role within a professional environment is preferred

  • Skills and Knowledge

  • Has positive attitude, with an exceptional client service demeanor

  • Exceptional written and verbal communication skills

  • Ability to take direction from various individuals

  • Great organizational and multi-tasking skills

  • Working knowledge of Microsoft Word, Excel and Outlook

#LI-MK1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.


By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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Posted by Mariner on their own careers page — you apply directly, no recruiter in between. View original / apply →

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