Admin Assistant

Job Description
Position Overview
The Administrative Assistant will serve as a key support partner to leadership and brokers by managing incoming calls, client documentation, payroll tracking, and transactional records. This role is ideal for someone with experience in brokerage or financial services administration who is comfortable juggling multiple priorities and is interested in growing into an Administrative Lead role over time.

Key Responsibilities

Answer and manage incoming calls from brokers (approximately 15–20 calls per day)
Support brokers with client files, records, and transactional documentation
Maintain and organize client records and internal spreadsheets
Assist with payroll tracking using Excel spreadsheets
Prepare and manage client mailers and perform mail merges
Handle data entry and documentation using Microsoft Excel and Word
Support transaction processing and recordkeeping
Ensure accuracy and organization of brokerage m...