Johnson Brunetti Retirement & Investment Specialists is looking for an Office Administrator in Needham Heights, MA.
This local job opportunity with ID 3036510297 is live since 2025-01-15 16:45:42.

Are you organized and detail-oriented? Do you want to be part of a growing team? Johnson Brunetti, a leading financial services firm based in Connecticut, is expanding its Needham, MA team and seeking an enthusiastic client-focused candidate to provide office administration locally. If working in a fast-paced professional environment excites you, we want to speak with you! We have the tools and resources to help you build a great future while sharing your expertise!

Responsibilities:

• Be the first point of contact for the office. Answer phone calls and forward to appropriate staff. Greet and seat clients for advisor meetings.
• Make confirmation calls to guests attending educational events.
• Coordinate the educational event supplies.
• Perform data entry into Salesforce.
• Generate confirmation packages for new prospects regarding their in-office advisor appointments.
• Order office supplies and printed materials and visit satellite offices to restock.
• Manage incoming and outgoing UPS, regular mail, and electronic mail to clients.
• Other office tasks as needed.

Qualifications:

• Minimum 2 years experience in a professional office environment.
• A team player that must be flexible, enthusiastic, and possess an energetic personality.
• Ability to work in a fast-paced dynamic and team-oriented organization.
• Ability to work with others to create a world-class client experience.
• Strong communication skills.
• Detail oriented and ability to manage multiple priorities.
• Knowledge of Salesforce is a plus.
• Must be proficient in Microsoft Office and Excel.
• Valid driver’s license necessary.

This is an in-office position based in Needham, MA.