Job Description

Job Description

Job Description

We are a growing Tax and Wealth Management firm seeking a professional, and highly organized full-time Administrative Assistant to support our team and provide excellent service to our clients. This role is ideal for someone who thrives in a fast-paced office environment and takes pride in accuracy, organization, and professionalism.

Key Responsibilities:

• Manage front desk operations, including greeting clients and answering phone calls
• Maintain and organize both paper and digital filing systems
• Schedule appointments and coordinate calendars
• Assist with client correspondence and document preparation
• Support staff with administrative and office tasks as needed
• Ensure smooth day-to-day office operations

Qualifications:

• Previous experience as an administrative assistant, receptionist, or in office support
• Strong organizational skills with attention to detail
• Excellent verbal and written communication skills
• Ability to multitask and work efficiently in a fast-paced environment
• Punctual, reliable, and professional demeanor
• Proficiency with basic office software and digital file management
• Experience in a tax or financial services office is a plus

Saranac Advisors Inc is a financial services company that provides services in the wealth management and tax services space. We provide a holistic approach and look to build long lasting relationships with our clients.

Company Description

Saranac Advisors Inc is a financial services company that provides services in the wealth management and tax services space. We provide a holistic approach and look to build long lasting relationships with our clients.

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