The firm’s Administrative Assistant is a customer service pro. The ideal person for this role will be client-friendly, positive-minded, tech-oriented, and loves creating an atmosphere where people feel very well cared for. This person builds trust and confidence with people by providing their full undivided attention, cultivating an air of hospitality, and going out of their way to ensure effective communication and exceptional expectation setting. This person also has the business acumen and perception skills to recognize the indicators of when needs are not being met or when dissatisfaction begins to set in. They can prevent conflicts and minimize frustrations by taking an active role and intervening to promptly address any concerns, ensure clear understanding, and strengthen relationships.
The ideal person for this role is highly motivated to positively impact others, exceptionally upbeat, and is a very organized person with excellent people skills. The Administrative Assistant is often the first person that existing and prospective clients will have contact with! Also, this person in this role is relied upon in various ways by every member of the team. Meaning that this person plays a key role in the firm’s overall success by shaping that critical first impression, building good relationships, and then strengthening those relationships over time. We intentionally invest our energy in creating a high-energy and encouraging environment. The person in this role has one of the most important roles in the entire firm in shaping a positive experience for people.