Office Assistant

• Sort, organize, and distribute incoming mail to the appropriate individuals or departments
• Monitor office supply levels and communicate replenishment needs to the team
• Coordinate with the property management company for office-related requirements and maintenance
• Arrange food and refreshments for team meetings and events as needed
• Manage scheduling tasks, including booking appointments and maintaining calendars
• Assist with general organizational tasks to ensure the office functions efficiently
• Handle clerical duties such as filing, data entry, and document management
• Provide support for billing functions and other administrative processes
• Answer incoming calls and respond to inquiries professionally
• Utilize accounting and CRM software to complete assigned tasks accurately

• Proven experience in administrative or clerical roles
• Familiarity with accounting software systems and CRM tools
• Proficiency in computer programs and basic office applications
• Strong organizational skills and attention to detail
• Ability to manage scheduling and coordinate office-related tasks effectively
• Excellent communication skills, both written and verbal
• Comfortable working independently and maintaining a consistent schedule

Previous experience with financial services or billing functions is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan