Job Description

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!

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