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What is the role of a Administrative Associate at Faithward Resources LLC?

The Administrative Associate position at Faithward Resources LLC is a Full-time or part-time position opportunity in the relevant field.

Where is this Administrative Associate job located?

Lancaster, Pennsylvania, 17601, United States

What type of employment is offered for this Administrative Associate role?

Full-time or part-time position

What industry does this Administrative Associate position belong to?

This role spans multiple industries.

What is the expected salary for this Administrative Associate job?

Compensation will be discussed during the hiring process.

Administrative Associate job near me in Lancaster, Pennsylvania at Faithward Resources LLC

Greet, welcome, and assist clients, guests, and visitors in a warm, professional manner
Notify team members of client arrivals; seat clients and prepare conference rooms
Offer beverages/snacks and maintain a polished reception and meeting-room environment
Answer incoming phone calls promptly and professionally; route calls or take accurate messages
Respond to phone calls, emails, and texts in a timely manner per service standards
Address general inquiries and escalate matters requiring advisor input appropriately
Coordinate client gifts, cards, flowers, and tracking in accordance with company policy
Assist with estate processing workflows upon client death, including CRM updates
Maintain cleanliness and organization of reception, conference rooms, kitchens, and common areas
Manage office supplies, coffee/tea stations, client materials, and conference room setups
Operate and maintain office equipment (copiers, printers, postage machines); place service calls as needed
Receive, sort, log, and distribute incoming mail and packages; prepare outgoing mail and shipments
Prepare meeting materials, packets, presentations, and seminar supplies
Update daily reception welcome materials and office schedules
Support travel arrangements, company events, and internal meetings as needed
Handle confidential information with discretion and accuracy
Support special projects and cross-functional initiatives as assigned
Maintain a professional appearance, positive attitude, and service-first mindset
Document all client contact and service requests accurately in the CRM
Assist clients with service-related requests (statements, tax documents, contact updates, forms, scheduling, etc.)
Coordinate and confirm client appointments; manage conference room calendars and reservations
Prepare, proofread, process, and track applications, service forms, and client documentation
Support digital onboarding, DocuSign, online access, and e-delivery setup
Assist with money movement confirmations and internal processing as required
Provide reports, lists, and follow-up support for advisors (monthly reviews, birthdays, tasks, etc.)
Follow and adhere to Company policies, procedures, and guidelines
Be willing to learn the industry and help us maintain and grow firm’s marketplace position
Attend business meetings and trainings as required
Perform other administrative tasks and special projects as assigned

Maintain a professional attitude and appearance
Possess the ability to connect with a variety of personalities
Live out Faithward Formula
Utilize extremely strong phone skills – high energy and passion for helping others
Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line
Be enthusiastic about providing the best possible customer service for clients and customers
Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments
Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally
Possess strong relationship management and the ability to drive multiple tasks to completion successfully
Be a resourceful team player and a positive “can-do” attitude
Have the ability to work in a fast-paced environment
Think and act like an entrepreneur and take an ownership mentality in all that is done in this position
Be detail oriented and helpful
Have the ability to perform accurate data entry within specified time frames
Possess the ability to use or quickly learn specific CRM and other business software
Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization
Possess excellent organization, problem solving, and planning skills
Demonstrate excellent time management skills and ability to adhere to schedules/deadlines
Be dependable and safety oriented
Have the ability to work some nights and weekends as needed
Produce a negative pre-employment drug screen and have the ability to pass a criminal background check
Maintain a good attendance record and travel as required

Administrative Associate in Lancaster, Pennsylvania at Faithward Resources LLC

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