About Us: At Linea Private Wealth Management, we pride ourselves on delivering top-notch financial services to our clients. We are seeking a dynamic and detail-oriented Administrative Assistant to support our management team and help streamline our operations.

Role Overview: The Administrative Assistant will provide comprehensive in-office support to enhance the efficiency and effectiveness of the management team. This role offers flexible hours and can be tailored to either part-time or full-time availability. The job responsibilities involves performing a wide range of administrative tasks, coordinating projects, and assisting with various initiatives.

Key Responsibilities:

• Provide primary support to the company management team.

• Communicate and follow up on requests and deadlines.

• Organize and manage the company newsletter and other marketing initiatives.

• Prepare and edit materials using Microsoft PowerPoint, Word, and Excel.

• Print, copy, scan, and file materials.

• Assist with projects and initiatives- including client gifts and events.

• Perform general office functions.

Qualifications:

• Proven experience as an Administrative Assistant or in a similar role.

• Experience in the Financial Services industry is preferred.

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

• Experience using Customer Relationship Management software

• Excellent organizational and time-management skills.

• Strong communication and interpersonal abilities.

• Ability to multitask and prioritize effectively.

• Detail-oriented and proactive in problem-solving.

Why Join Us?:

• Be part of a dynamic and growing company.

• Opportunity to work with a dedicated and supportive management team.

• Engaging work environment with room for personal and professional growth.

• Flexibility in schedule: This role is mainly in office, but typically only 4 days a week. Friday will be a work from home day.

Linea Private Wealth Management, LLC

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Administrative Assistant