Administrative Staff

About McAdams Group McAdams Group is a client-focused financial advisory firm offering a full suite of wealth management services, including estate planning, retirement strategies, tax services, and investment planning. Our mission is to deliver clarity, confidence, and peace of mind to every client through expert guidance and exceptional service. We’re a team that thrives on collaboration, integrity, and continuous improvement. We value individuals who take initiative, stay organized, and contribute to a positive and productive work environment. We’re looking for a dependable and detail-oriented Administrative Staff member to support our daily operations and help ensure that administrative tasks are completed accurately, efficiently, and on time. Job Summary As an Administrative Staff, you’ll play an important role in supporting the day-to-day operations of the company. You’ll assist with general administrative duties, data entry, document management, scheduling, recordkeeping, and coordination across teams to help maintain efficient workflows and organized business operations. This role is ideal for someone who is organized, proactive, dependable, and comfortable managing multiple tasks and priorities. You should have strong attention to detail, good communication skills, and the ability to work independently while collaborating effectively with other team members. The position may involve supporting different departments and taking on additional responsibilities as needed to meet the company’s operational requirements. Key Responsibilities General Administrative Support Provide day-to-day administrative support to management, team members, and various departments. Perform routine office tasks, including scanning, printing, copying, filing, and organizing documents. Maintain organized physical and digital filing systems. Assist with preparing reports, presentations, forms, correspondence, and other administrative materials. Monitor office supplies and assist with inventory management and replenishment as needed. Help maintain an organized, professional, and efficient work environment. Handle general administrative requests and ensure tasks are completed accurately and within established timelines. Data Entry & Record Management Enter, update, and maintain accurate information in company systems, spreadsheets, databases, and internal records. Review information for accuracy, completeness, and consistency. Organize and maintain company documents, records, and other administrative files. Assist with compiling data, preparing summaries, and generating routine reports. Ensure records are properly updated, stored, and accessible to authorized personnel. Handle confidential company and client information with discretion and care. Communication & Coordination Assist with routine communication through email, phone, and other approved channels. Respond to general inquiries and direct requests to the appropriate team member when necessary. Coordinate meetings, appointments, and schedules as requested. Assist with preparing meeting agendas, materials, and follow-up items. Communicate with internal teams to gather information, track requests, and coordinate administrative activities. Follow up on outstanding tasks, pending documents, and requests to help ensure timely completion. Document Preparation & Processing Prepare, format, proofread, and organize documents as needed. Assist with processing forms, invoices, correspondence, and other business-related paperwork. Track incoming and outgoing documents and maintain appropriate records. Check documents for missing information, errors, or inconsistencies before submission or filing. Assist with document distribution, mail handling, and delivery coordination. Follow established procedures for document handling, storage, and retention. Operational & Team Support Provide administrative assistance to different departments based on business priorities. Assist with…

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