Administrative Assistant
POSITION SUMMARY
As a member of the Administrative Services team, an Administrative Assistant performs special projects and assists fellow teammates by handling work overflow. Administrative Assistants are assigned numerous tasks and are relied upon to produce excellent work quality. Administrative Assistants should promote a positive work environment and uphold a professional image for the firm.
DUTIES & RESPONSIBILITIES
Back-up for the Executive Assistant/Meeting Planner team
Coordinates client meeting preparation and follow-up
Initiates, prepares, collects meeting preparation materials and coordinates with lead EA
Creates client meeting agendas and packets for lead EA
Prepares client follow-up letters for lead EA
Pulls financial reports electronically
Prepares, prints, collates, scans and binds reports and deliverables
Prepares, files and distributes follow up communication
Assists Meeting Planners with Salesforce work and special project
Performs general office duties
Copies, prints, scans, faxes and mail/FedEx documents as requested
Assists with filling and e-filing maintenance on team shared drive and LaserFische
Manages contact database and upkeeps data in various systems
Assists with reception coverage when needed
Assists with business development activities when needed
Handles supplying associate bios, company brochures, and preparing discussion guides for client prospects
Researches prospects and companies as requested
Follows new and existing approved policies and procedures
Keeps EA informed of completed tasks
Enters time accurately and on time in the TimeTracker system
QUALIFICATIONS
Associate degree in a business-related field or equivalent experience
Excellent computer skills in Microsoft Word, Excel, PowerPoint and Outlook
Ability to master telephone system and all basic office equipment
Must have a professional demeanor with the utmost respect for confidential matters
Must be able to work independently and in a team environment
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be detail-oriented with excellent organizational skills
Must have the ability to multi-task
Must have the ability to work in a fast-paced environment
Must have a strong work ethic with a positive attitude
WORKING CONDITIONS
Long periods of sitting and utilizing a computer
100% onsite
Benefits
401k, Dental Insurance, Life Insurance, Medical Insurance, Vision
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