Office Assistant

Utica, NY

Our client, Strategic Financial Services, is seeking an Office Assistant to manage front office operations and support marketing initiatives. This role is responsible for greeting clients, handling incoming calls, and ensuring a smooth and professional office environment. The coordinator will assist with day-to-day marketing execution, including organizing social events, managing branded merchandise, and supporting client gifting initiatives. In addition, the position provides light executive assistant support to the CEO and Advisor Teams.

FIRM VALUES:

• Serve  |  Grow  |  Live

CORE RESPONSIBILITIES:

Front Office & Administrative Support

• Greet clients and visitors, manage incoming calls, and ensure a professional and welcoming office environment.
• Oversee daily mail, package processing, and general office upkeep, including ordering and restocking supplies.
• Partner with the Office Manager and vendors (janitorial, shredding, coffee/water, signage, etc.) to maintain office functionality.
• Provide executive assistant support to the CEO and Advisor Teams, including scheduling, travel coordination, and correspondence.
• Coordinate internal meetings and office events, managing logistics such as invitations, catering, and vendor support.

Marketing & Events Coordination

• Plan and execute company-sponsored and branded events, managing logistics, vendors, and on-site execution.
• Maintain and organize branded materials and client gifts, ensuring timely fulfillment for events and outreach initiatives.
• Manage the company’s social media activity by posting content, engaging with followers, and supporting brand consistency.
• Assist with marketing campaigns, communications, and other administrative tasks to ensure seamless execution.

TECHNICAL SKILLS:

• Demonstrates a warm, professional front-desk presence with exceptional interpersonal skills.
• Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines effectively.
• Communicates clearly and confidently, both in writing and verbally.
• Proficient in Microsoft 365 applications (Outlook, Word, Excel, Teams) with the ability to quickly learn new platforms such as SharePoint and social media scheduling tools.

REQUIREMENTS:

• 1–3 years in an administrative, office coordinator, marketing assistant, or similar role
• Experience with social media management tools (e.g., native platform schedulers, Hootsuite, Buffer) and basic graphic design platforms such as Canva.
• Skilled in event coordination, including vendor management, budget tracking, and timeline execution.
• Familiarity with CRM and marketing automation platforms, such as Salesforce.
• Holds an active Notary Public commission or demonstrates willingness to obtain one upon hire.

BASE SALARY RANGE: $62,500-$80,000

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
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