02/22/2020
Administrative Assistant
Summary: Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Administrative Assistant/Receptionist. Candidate must be professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.
Essential Duties and Responsibilities (Additional duties may be assigned):
• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
• Handle routine matters for client accounts, including processing name and address changes, answering client questions via telephone and face to face
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
• Ensure office procedures are followed
• Record all transactions on appropriate logs
• Set up files correctly and obtain necessary information
The Ideal candidate will possess the following skills:
• Previous customer service experience
• Previous office experience
• Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner
• Ability to investigate, research and resolve problems or concerns
• Ability to maintain confidentiality
• Ability to make rule-based and analytical decisions
• Ability to organize, prioritize and handle multiple tasks
• Ability to pay close attention to detail, work under pressure and meet deadlines
• Ability to take complete and accurate notes
• Ability to operate various office equipment including personal computer, fax machine, copier, etc.
• Ability to utilize various software packages such as Microsoft Office & Outlook
• Ability to use internet browsers
• Excellent communication (oral and written), interpersonal, organizational skills.
Language Skills: Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Physical Demands: �The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is occasionally required to stand or walk. The employee will occasionally need to lift and/or move up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
***Equal Opportunity Employer
