Administrative Assistant
Job Description
- Provide comprehensive administrative support to the team of Advisors, including calendar management, document preparation, and correspondence
- Handle sensitive and confidential information with the highest level of professionalism and discretion
- Prepare, review, send, and track client documents accurately and efficiently
- Serve as the first point of contact for incoming calls; professionally screen, route, and respond as appropriate
- Interact with clients in a courteous, polished, and service-oriented manner, both by phone and in person
- Maintain organized digital and physical filing systems
- Assist with meeting preparation, follow-ups, and coordination
- Collaborate closely with internal team members to support overall office operations
- Perform additional administrative duties as needed to support business objectives
- Proven experience in an administrative, coordinator, or client support role
- Exceptional communication skills, both verbal and written
- Highly presentable with a professional demeanor and strong interpersonal skills
- Strong commitment to confidentiality and handling sensitive information
- Tech-proficient with the ability to quickly learn new systems; strong working knowledge of Microsoft Office and digital document management tools
- Comfortable managing incoming calls and engaging with clients professionally
- Highly organized, detail-oriented, and able to manage multiple priorities
- Reliable team player with a proactive and positive attitude
- A polished professional who represents the advisor and organization with confidence
- Someone who takes pride in accuracy, discretion, and delivers excellent client experiences
- A collaborative individual who supports the team and contributes to a high-performing office environment
Meet Your Recruiter
Angelina Torres
Talent Associate
Hello - name is Angelina Torres. I recently started as a Talent Associate in the practice area of Business Support/People Operations, but I’m not a newcomer to Lloyd Staffing. Prior to starting my journey as a Talent Associate, I worked closely with Lloyd on the temp side as a field associate for more than 10 years on various assignments. Having the experience temping and understanding the process, I feel that has allowed me to gain a better insight and heightened my ability to assist my candidates throughout their job search! I have an extensive background in Customer Service, as well as the administrative field.
Both of which have allowed me to develop my build relationships along with communication skills to assist with Client Development. I have always believed that communication is the key to every great relationship, whether it be business or personal. I will continue to stand by that belief and apply it to my staffing process here at Lloyd with both clients and candidates!
#LLOYDEMPLOYED
In my spare time I am obsessed with watching Criminal Minds, Law & Order, and Horror Movies
https://www.linkedin.com/in/angelina-torres-6a48684a/