Are you organized and detail-oriented? Do you want to be part of a growing team? Johnson Brunetti, a leading financial services firm based in Connecticut, is expanding its Needham, MA team and seeking an enthusiastic client focused candidate to provide office administration locally. If working in a fast paced professional environment excites you, we want to speak with you! We have the tools and resources to help you build a great future while sharing your expertise!

Primary Tasks and Level of Accountability

• Be the first point of contact for the office. Answer phone calls and forward to appropriate staff. Greet and seat clients for advisor meetings.
• Make confirmation calls to guests attending educational events.
• Coordinate the educational event supplies.
• Perform data entry into Salesforce.
• Generate confirmation packages for new prospects regarding their in-office advisor appointments.
• Order office supplies and printed materials and visit satellite offices to restock.
• Manage incoming and outgoing UPS, regular mail and electronic mail to clients.
• Other office tasks as needed.

Knowledge and Skills

• Minimum 2 years experience in a professional office environment
• A team player that must be flexible, enthusiastic and possess an energetic personality
• Ability to work in a fast-paced dynamic and team-oriented organization
• Ability to work with others to create a world class client experience
• Strong communication skills
• Detail oriented and ability to manage multiple priorities
• Knowledge of Salesforce is a plus
• Must be proficient in Microsoft Office and Excel
• Valid driver’s license necessary

Employment Type: Full-time

This is an in-office position based in Needham, MA.