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Hybrid Remote Administrative Assistant - Operations Support for a Forward-Thinking Financial Services Firm

Remote, USA Full-time Posted 2025-11-03

Join Our Dynamic Team as a Hybrid Remote Administrative Assistant - Operations Support!

Are you a highly organized and detail-oriented professional looking to make a significant impact in a collaborative and fast-paced environment? Do you have a passion for delivering exceptional client service and supporting operational excellence? If so, we have an exciting opportunity for you to join our forward-thinking financial services firm as a Hybrid Remote Administrative Assistant - Operations Support!

Our company is dedicated to providing top-notch financial services, including tax advisory, return preparation, bookkeeping, and client services. We're committed to fostering a culture of teamwork, innovation, and continuous learning, and we're looking for a talented Administrative Assistant to support our Director of Operations and drive success across our operations.

About Our Company and Industry

Our firm operates in the financial services sector, providing a range of services to individuals and businesses. We're a dynamic and growing company that's passionate about delivering exceptional client experiences and staying at the forefront of industry trends. As a member of our team, you'll have the opportunity to work with a talented group of professionals who are dedicated to making a positive impact in the lives of our clients.

Key Responsibilities

As a Hybrid Remote Administrative Assistant - Operations Support, you'll play a critical role in ensuring the smooth operation of our business. Your key responsibilities will include:

  • Supervising daily operations in critical areas, including tax advisory, return preparation, bookkeeping, administration, and client services.
  • Leveraging technology and existing systems to enhance workflows and optimize operational procedures.
  • Managing timelines effectively to ensure timely project completion.
  • Facilitating client communications and contributing to the enhancement of their overall experience.
  • Coordinating meetings, managing schedules, and preparing necessary documentation for both internal and external purposes.
  • Providing comprehensive administrative and operational support to boost team efficiency.

Essential and Preferred Qualifications

To succeed in this role, you'll need to possess a strong foundation in administrative support and operations management. Your qualifications should include:

Essential Skills

  • Strong relationship-building capabilities with a focus on client satisfaction.
  • Exceptional critical thinking, problem-solving, and decision-making skills.
  • Proven ability to manage competing priorities and meet deadlines autonomously.
  • Excellent communication, time management, and organizational skills.
  • Proficient in Microsoft Office, demonstrating high accuracy and meticulous attention to detail.

Preferred Qualifications

  • Bachelor's Degree in a relevant field.
  • Relevant experience in administrative support or operations management.

Skills and Competencies Required for Success

To excel in this role, you'll need to possess a range of skills and competencies, including:

  • Strong technical skills, including proficiency in Microsoft Office and the ability to learn new systems and technologies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong problem-solving and critical thinking skills, with the ability to analyze complex issues and develop effective solutions.
  • Ability to work independently and manage competing priorities in a fast-paced environment.
  • Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.

Career Growth Opportunities and Learning Benefits

As a member of our team, you'll have access to numerous opportunities for professional development and career advancement. Our company is committed to fostering a culture of continuous learning, and we offer a range of training programs and development opportunities to support your growth. These include:

  • Tuition reimbursement to support your ongoing education and professional development.
  • Access to specialized training programs to enhance your skills and knowledge.
  • Opportunities for career advancement and professional growth within our organization.

Work Environment and Company Culture Highlights

Our company prides itself on cultivating a vibrant and collaborative environment, characterized by teamwork and a commitment to enhancing the client experience. As a Hybrid Remote Administrative Assistant, you'll have the flexibility to work from home or in our office, depending on your preferences and needs. Our company culture is built around the following values:

  • Teamwork and collaboration.
  • Innovation and continuous learning.
  • Client satisfaction and experience.
  • Diversity and inclusion.

Compensation, Perks, and Benefits

We offer a competitive compensation package and a range of benefits to support your well-being and financial security. These include:

  • Competitive salary up to $65K, complemented by a performance-based bonus.
  • Flexible hybrid remote work schedule from Monday to Friday, with 8-hour shifts.
  • Comprehensive medical, dental, and vision insurance plans.
  • 401(k) plan with employer matching to ensure your financial security.
  • 17 days of paid time off annually to support your work-life balance.
  • Engage in a friendly work culture, with regular team social events to build strong relationships.

Join Our Team!

If you're a motivated and organized professional looking to make a significant impact in a dynamic and growing company, we encourage you to apply for this exciting opportunity. As a Hybrid Remote Administrative Assistant - Operations Support, you'll play a critical role in driving success across our operations and supporting our Director of Operations. We can't wait to hear from you!

Ready to join us? The first step is easy. Click apply now and we'll be in touch soon!

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