Overview: Rogers Wealth Group is seeking an energetic and responsible Administrative Associate (On-Site) who will perform a wide range of administrative and clerical duties to support daily office operations and client service functions. The ideal candidate will demonstrate excellent customer service skills, strong organizational abilities, and a high level of accuracy and attention to detail.
What You'll Do:
- Greet and assist clients in a professional and welcoming manner
- Answer, screen, and direct incoming phone calls
- Prepare, write, and distribute emails, letters, memos, and forms
- Process incoming and outgoing mail; deliver mail to the post office as needed
- Order and maintain office supplies
- Perform data entry and maintain accurate client records
- Post account activity to client accounts
- Assist with accounting-related tasks and document preparation
- Generate and assist with quarterly reports
- Print, assemble, and mail quarterly reports
- Count, scan, file, and organize documents
- Prepare distribution and loan documents
- Assist with client meeting preparation and cleanup
- Perform general office tasks, including light cleaning duties as needed (e.g., dishes)
What We're Looking For:
- Prior experience in an administrative or office support role required
- Strong data entry skills required
- Proficiency in Microsoft Office (Word, Excel, Outlook) required
- Strong verbal and written communication skills required
- Prior accounting experience preferred or required (as applicable)
- Highly organized with strong problem-solving skills and attention to detail
- Ability to multitask and work independently in a fast-paced environment
Compensation & Benefits:
- Competitive salary based on experience, certifications, and education
- Company pays 100% of employee’s health, long-term disability, and basic life insurance
- Voluntary dental/vision discount plan available
- 401(k) plan with enhanced safe harbor match 5%
- Annual performance-based bonus
- Paid holidays and paid time off
- Breakfast provided on Fridays
- Occasional shopping bonuses
- Opportunities for ongoing training and career advancement
