Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon and Milford, CT, and Pearl River, NY. We specialize in Financial Planning and Wealth Management services for individuals nearing retirement with a minimum of $500,000 in investable assets.
Role Description:
This is an in-office role for an Office Administrative Assistant at Milestone Asset Management Group, located in Avon, CT. The position can be either part-time or full-time, with flexible hours.
The Administrative Assistant will be responsible for:
- Opening new client accounts and handling ongoing service requests across all of our office locations (Avon, Milford, CT, and Pearl River, NY).
- Providing administrative support to the advisory team.
- Managing phone calls and email inquiries.
- Coordinating with multiple teams to ensure seamless account management and client service.
- Assisting with executive administrative tasks as needed.
Key Responsibilities
- Facilitate the onboarding process for new client accounts, ensuring accuracy and adherence to company protocols.
- Manage service requests such as account updates, beneficiary changes, and other client needs across our office locations.
- Provide exceptional client service, acting as the first point of contact for client inquiries.
- Support the advisory team with document preparation, scheduling, and administrative tasks.
- Maintain communication and coordination between offices to streamline operations.
Qualifications
- Prior experience in administrative assistance, preferably within financial services or a similar field.
- Strong organizational and multitasking skills to manage tasks across multiple offices.
- Excellent phone etiquette and communication abilities.
- Proficiency in Microsoft Office Suite and other relevant software.
- Attention to detail and problem-solving skills.
- Ability to maintain confidentiality and professionalism.
- Must be able to work on-site in our Avon, CT office.
Benefits
- Flexible hours with part-time or full-time options.
- 401(k) plan with immediate matching contributions.
- Profit sharing opportunities.