Admin Representative

Job Overview:
Alexis Fiscal Advisory is seeking a highly organized and detail-oriented Admin Representative to join our team. As an Admin Representative, you will be responsible for providing administrative support to the team, ensuring smooth office operations, assisting clients, and handling day-to-day tasks to ensure a productive work environment. This is a vital role that requires excellent communication skills, a proactive attitude, and the ability to manage multiple responsibilities efficiently.

Key Responsibilities:

• Client Support: Act as the first point of contact for clients, addressing inquiries and assisting with appointment scheduling.

• Office Management: Handle day-to-day administrative tasks such as managing office supplies, maintaining filing systems, and coordinating office events.

• Documentation & Reporting: Prepare, organize, and maintain documents and records, including financial reports, client files, and internal correspondence.

• Communication: Answer phone calls, emails, and messages professionally, directing inquiries to the appropriate team members when necessary.

• Data Entry & Filing: Input and update client data into the company’s systems and ensure accurate and timely filing of information.

• Scheduling & Coordination: Assist with scheduling meetings, conferences, and appointments for team members and clients, managing calendars effectively.

• Support to Financial Teams: Provide administrative assistance to the financial advisors, ensuring they have the necessary documents and resources to serve clients efficiently.

• Billing & Payments: Assist with processing billing, invoicing, and tracking payments in coordination with the finance team.

Qualifications:

• Proven experience in an administrative or office support role (preferably in a financial or advisory firm).

• Excellent verbal and written communication skills.

• Strong organizational skills with an ability to multitask and prioritize tasks effectively.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Experience with client relations and customer service.

• Ability to maintain confidentiality and handle sensitive information with discretion.

• High attention to detail and accuracy.

• A positive attitude and willingness to work collaboratively within a team.

• High school diploma or equivalent; Associate’s degree or related administrative certification preferred.

Preferred Skills:

• Knowledge of financial industry terms and processes.

• Experience with financial software or client management tools.

• Prior experience working in a fast-paced environment is a plus.

What We Offer:

• Competitive salary and benefits package.

• Professional development opportunities.

• A supportive and collaborative team environment.

• Opportunities for career growth within the company.