Company Description

AVESTIX is a forward-thinking investment firm located in West Palm Beach, FL. As a woman-led company, we embody the principles of innovation, integrity, and excellence. Our focus is on redefining the landscape of alternative investment firms and providing unparalleled opportunities for qualified and institutional investors. With a commitment to trust and accountability, we bring a unique perspective to the investment community and foster an environment where innovation thrives.

Role Description

This is a full-time on-site role for an Office Associate at AVESTIX Group. The Office Associate will be responsible for day-to-day administrative tasks, including but not limited to answering phones and providing clerical assistance, organizing files, and scheduling/updating appointments as needed. The role will require working closely with team members (both on-site and remotely) to ensure smooth operations and provide excellent support to clients and partners.

Responsibilities

Organize office and assist team members in ways that optimize procedures
Sort and distribute communications in a timely manner
Create and update client and contact records ensuring the accuracy and validity of information
Schedule and plan meetings and appointments as needed
Monitor level of supplies and handle shortages
Resolve office-related malfunctions and respond to requests or issues
Coordinate with other departments to ensure compliance with established policies
Maintain trusting relationships with suppliers, customers, and colleagues
Perform receptionist duties when needed

Qualifications

Strong communication and customer service skills
Experience in administrative assistance and office administration
Proficiency in Microsoft Office and GSuite
Previous working knowledge of HubSpot is preferred
Attention to detail and ability to multitask
Excellent organizational and time management skills
Ability to work independently and as part of a team
Experience in the financial industry is a plus
Bachelor's degree in Business Administration or related field

Avestix Group jobs

Office Associate