Adminstrative Assistant - Middletown, United States - Select Wealth Partners

Description

Join the Select Wealth Partners family in Middletown, New York, as an Administrative Assistant, where you will be an integral part of our financial advisory team.

We offer a welcoming and professional environment dedicated to growth and success.

At Select Wealth Partners, we value the importance of teamwork, efficiency, and client satisfaction.

As our Administrative Assistant, you will have the opportunity to contribute to various administrative tasks that support the financial success of our clients.

Salary:
$ $ per year


Benefits
Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Retirement Plan

Career Growth Opportunities

Hands on Training

Mon-Fri Schedule


Responsibilities

Administrative Support:
Assist in day-to-day office tasks, including managing schedules, organizing files, and handling correspondence.

Client Interaction:
Greet visitors, answer phones, and provide excellent customer service to clients and guests.

Data Entry:
Maintain and update records, databases, and spreadsheets accurately and efficiently.

Office Management:
Coordinate office supplies, equipment maintenance, and other administrative tasks as needed.

Event Planning:
Assist in organizing company events, meetings, and other gatherings to ensure smooth operation.


Requirements:


Requirements:

• Organizational Skills: Strong attention to detail and ability to prioritize tasks effectively.
• Communication Abilities: Excellent verbal and written communication skills.
• Team Player: Collaborative attitude with a willingness to support team goals.
• Adaptability: Capable of handling multiple tasks in a fastpaced environment.
• Customer Focus: Commitment to providing exceptional service to clients and colleagues.

Company Description

The Thompson Insurance Agency is a locally owned and operated family business that has been serving Orange County, the Hudson Valley, and adjacent areas for more than 50 years.

We are a family owned organization and bring that spirit to every client interaction. The insurance business is a crowded space. It seems as if there is an agent at every corner of every town.

So, how is someone supposed to know who to turn to? When it comes to protecting you, your business, your important property it is essential to find someone that will listen and gain a thorough understanding.

This takes time and diligence. It is not gained in a 5 minute call to an 800 number for a price quote. This is why we pick up the phone and/or set up an initial meeting. At George Thompson Insurance we want to know your story. We want to know your goals. We want to know what you are trying to accomplish and we will take the time to listen. We are a comprehensive, independent insurance broker. This means we provide virtually every insurance available. We also do not have bias toward the products and offerings of specific organizations. We chose to go this route, because we wanted to be able to help in any way we could. We wanted to hear your story and hit the ground running to find potential solutions. Now, we feel we can provide those answers no matter how complex or simple.