Administrative Assistant

Overview

• Provide comprehensive administrative support to ensure smooth operations within a dynamic professional services environment.
• Assist in preparing, updating, and finalizing critical documents with accuracy and compliance.
• Maintain workflows, databases, and client records using advanced software tools.
• Coordinate scheduling, correspondence, and front desk coverage efficiently.
• Support client onboarding processes, including payment verification and record maintenance.
• Utilize CRM and ERP systems to optimize administrative processes and enhance productivity.
• Contribute to expense tracking and ensure adherence to company policies.
• Deliver exceptional customer service while maintaining confidentiality and professionalism.

Key Responsibilities & Duties

• Prepare and finalize Statements of Work (SOWs) and other essential documents during peak periods.
• Upload and manage documents in specialized systems, ensuring compliance and accessibility.
• Update workflows and maintain accurate documentation to support operational efficiency.
• Manage client onboarding processes, verify payment details, and ensure record accuracy.
• Provide front desk coverage, including handling calls, inquiries, and correspondence.
• Coordinate meetings, including scheduling and preparing necessary materials.
• Assist with correspondence, expense tracking, and other administrative tasks as required.
• Utilize CRM and ERP systems to manage client interactions and support departmental goals.

Job Requirements

• High School Diploma or GED required; Bachelor’s degree preferred.
• Minimum of 4 years of administrative experience; professional services experience preferred.
• Proficiency in Microsoft Office Suite; familiarity with ERP systems is advantageous.
• Bilingual Spanish skills are preferred but not mandatory.
• Strong organizational skills and attention to detail for effective multitasking.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Excellent written and verbal communication skills, including superior grammar and punctuation.
• Commitment to confidentiality and professional handling of sensitive information.