Office Assistant

Located in Radford, VA

Job Title: Office Assistant

Location: Radford, VA

Position Summary

We are seeking a highly organized, detail-oriented Office Assistant to support the daily operations of a busy financial services office. The ideal candidate will provide administrative and client service support, helping ensure a professional, efficient, and welcoming environment for clients and staff. This role requires strong communication skills, exceptional attention to detail, and the ability to manage multiple priorities while maintaining confidentiality.

Key Responsibilities

• Greet clients and visitors in a professional and friendly manner.
• Answer and direct incoming phone calls and respond to client inquiries.
• Schedule appointments, maintain calendars, and coordinate meetings.
• Prepare, organize, and maintain client files and office records.
• Assist with processing paperwork, forms, and documentation related to client accounts.
• Enter and update information in office databases and CRM systems.
• Prepare correspondence, reports, and other administrative documents.
• Monitor office supplies and place orders as needed.
• Manage incoming and outgoing mail, email, and document distribution.
• Support advisors and office staff with administrative projects and daily operations.
• Maintain strict confidentiality of client and business information.
• Ensure compliance with office procedures and regulatory requirements.
• Perform additional administrative duties as assigned.

Qualifications

• High school diploma or equivalent required; associate degree preferred.
• Previous administrative, customer service, receptionist, or office support experience preferred.
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work independently and as part of a team.
• Professional appearance and demeanor.
• Strong attention to detail and accuracy.
• Ability to handle sensitive information with discretion.

Preferred Skills

• Experience working in a financial services, banking, insurance, or professional office environment.
• Familiarity with CRM software and electronic document management systems.
• Strong customer service orientation and relationship-building skills.

Physical Requirements

• Ability to sit, stand, and use standard office equipment for extended periods.
• Ability to lift and carry office materials up to 20 pounds occasionally.