One of our premier financial services clients is looking to staff an Administrative Assistant with previous client-facing or client support experience. This highly organized Administrative Assistant will support daily operations within a fast-paced financial services environment while playing a key role assisting with administrative tasks, client interactions, and internal processes. This role will consist of maintaining and updating internal records, draft and distribute internal and external communications, prepare meeting materials, create event agendas, cover the reception area as needed, and assist other staff with administrative tasks. The ideal Administrative Assistant should have a technical aptitude for database systems, strong attention to detail and experience working in a professional services environment.
How you will make an impact
ยทย ย ย ย ย ย Organize, schedule, and confirm appointments/meetings
ยทย ย ย ย ย ย Track and analyze accounting data
ยทย ย ย ย ย ย Coordinate conference calls
ยทย ย ย ย ย ย Maintain and update client records within CRM systems
ยทย ย ย ย ย ย Calendar Management
ยทย ย ย ย ย ย Draft internal/external correspondence
ยทย ย ย ย ย ย Serve as point of contact for client inquiries
ยทย ย ย ย ย ย Assist with special projects and general office support as needed
The ideal Administrative Assistant will preferably have a Bachelors degree in Business Administration or similar but NOT required.
Other requirements for the Administrative Assistant role include and are not limited to:
ยทย ย ย ย ย ย 2-5 years of administrative support expertise
ยทย ย ย ย ย ย Any CRM experience preferred, Wealthbox a plus
ยทย ย ย ย ย ย Proficient Microsoft Office skills
ยทย ย ย ย ย ย Strong organizational and time management skills
ยทย ย ย ย ย ย High level of professionalism and attention to detail
For more information on this Administrative Assistant role and other full time accounting and finance opportunities, please contact us at 484.214.2831 and reference JO#03710-0013431185.