Location: Winter Park, FL
Compensation: $55,000 – $60,000

Tews Company has been retained by a prestigious Winter Park financial advisory firm renowned for delivering tailored financial solutions to ultra-high-net-worth clients. With a commitment to excellence, integrity, and exceptional client service, our client is seeking a polished and professional Front Desk Administrative Assistant to join their team.

This is an exciting opportunity for a detail-oriented individual who thrives in a professional environment and enjoys supporting both administrative and light accounting functions.

Key Responsibilities

• Serve as the first point of contact, greeting clients and visitors with a warm, professional demeanor.

• Manage incoming calls, emails, and correspondence, ensuring timely routing to the appropriate team members.

• Maintain the front office environment to ensure it remains organized, welcoming, and presentable at all times.

• Perform general office duties, including filing, document management, and mail handling.

• Assist with event planning and coordination of meetings and appointments.

• Support light accounting tasks:

• Process A/P by entering approximately 5 invoices weekly into QuickBooks.

• Record A/R deposits and calculate associated fees.

• Assist with coding and simple reconciliations.

• Conduct mail merges and manage intermediate functions in Microsoft Word and Excel.

• Monitor and maintain kitchen cleanliness and stock fridge and supplies as needed.

• Handle confidential client and firm information with the highest level of discretion and professionalism.

• Collaborate closely with the team to enhance client experiences and ensure smooth office operations.

  Qualifications

• Proven experience in a front desk, administrative, or office support role, ideally within financial services or professional environments.

• Intermediate proficiency in Microsoft Excel and Word, including mail merge functionality.

• Experience using QuickBooks or similar accounting software is a plus.

• Exceptional communication skills, both verbal and written, with a professional and personable demeanor.

• Strong organizational skills, attention to detail, and the ability to prioritize multiple tasks efficiently.

• High level of integrity and discretion in handling confidential information.

• A polished, business-casual presentation and professional presence.

• Comfortable performing traditional office hours and flexible to support additional tasks as needed.

  Additional Details

• Hours are flexible: 8:00 am – 5:00 pm with a 1-hour lunch, or 8:30 am – 5:00 pm with a 30-minute lunch.

• Early release on Fridays at 4:30 pm is likely once established in the role.

• This role offers a collaborative team environment and the opportunity to work closely with senior team members on both administrative and light bookkeeping tasks.