Administrative Assistant
📋 Role Overview & Responsibilities
Company Description Shoreline Wealth Management is a financial advisory firm located in Manahawkin, NJ. We are committed to creating customized financial strategies for our clients and educating them to increase their knowledge and comfort with the financial planning process. Our team provides expert advice and guidance through all of life's changes and challenges, serving as a source of stability. We prioritize client understanding and ensure that complex financial topics are explained in easy-to-understand language.
Role Description This is a full-time on-site role for an Administrative Assistant at Shoreline Wealth Management in Manahawkin, NJ. The Administrative Assistant will be responsible for providing administrative support to the team, managing phone calls and communications, and assisting with executive administrative tasks. Clerical skills and attention to detail are essential for success in this role.
Qualifications Administrative Assistance and Executive Administrative Assistance skillsStrong phone etiquette and communication skillsAbility to prioritize tasks and manage time effectivelyProficiency in clerical tasks, such as data entry and filingExcellent organizational skills and attention to detail
Relevant skills and qualifications that would be beneficial include knowledge of financial planning processes and experience in a similar role. A high school diploma or equivalent is required.
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This position is located in Manahawkin, NJ with potential relocation and sponsorship assistance depending on candidate qualifications.
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