Office Administrator | Rockville, MD |
Full-Time, Onsite
Are you an organized, detail-oriented professional who enjoys helping people and keeping operations running smoothly? We're looking for an Office Administrator to play a key role in supporting both sides of our business — financial planning and employee benefits
As the first point of contact for visitors and phone inquiries, you'll ensure a warm, professional, and efficient office experience. This role is ideal for someone who thrives in a collaborative environment, enjoys building positive relationships, and takes pride in delivering excellent service.
What You'll Do
- Welcome office visitors and manage incoming calls with professionalism and enthusiasm
- Prepare conference rooms for client meetings and maintain a polished office environment
- Sort mail, manage shipping, and handle office supply inventory and restocks
- Maintain our client database (Client 360) and organize digital files
- Send client birthday e-cards and provide ongoing customer support with kindness and patience
- Assist clients with login setups, password resets, and access troubleshooting
- Provide administrative support across departments through calls, emails, and document prep
- Attend relevant conferences and maintain certifications through continuing education.
What We're Looking For
- 2–3 years of office or administrative experience
- High school diploma required; Bachelor's degree preferred
- Strong communication, organization, and problem-solving skills
- Team player with a proactive, can-do attitude
- Ability to commute daily to our Rockville, MD office (Mon–Fri, 8:30am–5:00pm ET)
Apply now and grow your career in financial services!
