Administrative Assistant

Administrative Assistant Overview

• The Administrative Assistant will provide essential support to executives within a dynamic financial services organization.
• This contract role offers an opportunity to contribute to administrative operations and client-facing tasks.
• Assist in managing client communications, scheduling meetings, and processing account-related documentation.
• Utilize Salesforce CRM to maintain accurate records and streamline administrative processes.
• Work closely with executives to ensure smooth daily operations and effective client engagement.
• Contribute to a professional and friendly office environment, ensuring exceptional client service.
• Leverage your detail-oriented skills to manage administrative tasks efficiently and accurately.
• This role requires a full-time, on-site commitment during standard business hours.

Administrative Assistant Key Responsibilities & Duties

• Provide administrative support to 2-3 executives, ensuring seamless daily operations.
• Follow up with clients, send statements, and manage account openings.
• Schedule meetings and maintain organized documentation for client interactions.
• Utilize Salesforce CRM to manage client data and streamline workflows.
• Ensure professional front-office and phone etiquette in all client-facing interactions.
• Collaborate with executives to prioritize tasks and manage deadlines effectively.
• Maintain a detailed-oriented approach to administrative tasks and client communications.
• Support the organization’s operational goals through efficient administrative practices.

Administrative Assistant Job Requirements

• Bachelor of Arts (BA) degree required for consideration.
• Minimum of 5 years of administrative experience, with 7 years preferred.
• Proficiency in Salesforce CRM and other office productivity tools.
• Strong organizational skills and attention to detail are essential.
• Excellent communication skills, both verbal and written, for client-facing tasks.
• Ability to work on-site during standard business hours without overtime.
• Friendly demeanor and professional phone etiquette for client interactions.
• Experience in the financial services industry is a plus but not mandatory.