Overview

Office Assistant Jobs in Radford, VA at Express Employment Professionals

Office Assistant

Location: Radford, VA

Position Summary

We are seeking a professional, organized, and customer-focused Office Assistant to support the daily operations of a busy financial planning office. This role is essential to creating a welcoming client experience while ensuring the office runs efficiently. The ideal candidate is detail-oriented, dependable, and enjoys working in a fast-paced, team-oriented environment.

Key Responsibilities

  • Greet clients and visitors in a professional and friendly manner.
  • Answer and direct incoming phone calls and respond to general inquiries.
  • Schedule client appointments and maintain advisor calendars.
  • Prepare meeting materials, client files, and required documentation.
  • Maintain accurate client records and update information in the client management system.
  • Assist with new account paperwork, document processing, and follow-up on outstanding items.
  • Coordinate client communications, including appointment reminders and follow-up correspondence.
  • Manage incoming and outgoing mail, scanning, filing, and document organization.
  • Order and maintain office supplies and ensure the office remains organized and presentable.
  • Support client events, seminars, and other office initiatives as needed.
  • Perform general administrative duties while maintaining confidentiality and compliance with applicable policies and procedures.

Qualifications

  • High school diploma or equivalent required; associate degree preferred.
  • Previous administrative, receptionist, customer service, or office support experience preferred.
  • Strong proficiency with Microsoft Office (Word, Excel, Outlook, and Teams).
  • Excellent verbal and written communication skills.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to prioritize multiple tasks and meet deadlines.
  • Professional demeanor with a commitment to providing outstanding customer service.
  • Ability to handle confidential information with discretion.
  • Experience in a financial services or professional office environment is a plus.

Preferred Skills

  • Excellent interpersonal and relationship-building skills.
  • Strong problem-solving abilities and initiative.
  • Positive attitude and willingness to learn.
  • Ability to work independently while collaborating effectively with a small team.
  • Comfortable learning new technology and office software.

Physical Requirements

  • Prolonged periods of sitting and working at a computer.
  • Ability to occasionally lift up to 20 pounds.
  • Ability to move throughout the office to greet clients, organize files, and perform administrative tasks.

Benefits

  • Competitive compensation
  • Paid time off
  • Professional development opportunities
  • Supportive and collaborative work environment
  • Opportunities for career growth within the practice

Pay: From $17.00 per hour

Work Location: In person

Title: Office Assistant

Company: Express Employment Professionals

Location: Radford, VA

 

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