Administrative Assistant

Administrative Assistant

Requirements

• Bachelor’s degree required
• 1-2 years of relevant experience
• Exceptional organizational skills
• Attention to detail
• Excellent follow-up
• Excellent interpersonal skills
• Ability to handle sensitive and confidential situations
• Ability to work in a fast-paced environment
• Ability to multi-task effectively and efficiently
• Display leadership qualities
• Dependable and accountable
• Positive mindset
• Collaborative within the team structure
• Driven to succeed

Responsibilities

• Welcoming clients into the office and ensuring their needs are met
• Fielding phone calls to the appropriate team member
• Managing the office environment by ordering necessary office supplies, daily visual maintenance & technology checks, conference room schedules and proactively understanding what could be done to enhance the client experience
• Receive & blotter incoming checks, distributing mail and packages, preparing outgoing correspondence all while adhering to compliance procedures
• Assisting the marketing team with office events & luncheons, client events & gifts, digital marketing campaigns & miscellaneous client initiatives
• Prepare client account reports and deliver to advisors in advance of client meetings
• Supporting the technology team when on-site execution is needed
• Back up other team members in client scheduling and service which will enhance candidate’s growth and promotion

Preferred Qualifications

• Eagerness to add value, learn and grow with our company
• Display leadership qualities and ability to make sound decisions proactively
• Dependable, accountable and positive mindset
• Collaborative within the team structure
• Driven to succeed