Administrative Assistant

Administrative Assistant Overview

• The Administrative Assistant will provide comprehensive support to the firm's executive team, ensuring smooth operations and effective communication.
• Manage phone calls, emails, and client onboarding processes while maintaining professionalism and accuracy in all interactions.
• Prepare for client meetings, including scheduling, documentation, and ensuring all necessary materials are ready.
• Handle client inquiries, take detailed messages, and address requests promptly and efficiently.
• Process account-related tasks, including opening accounts, managing transactions, and addressing client needs.
• Collaborate with the team to ensure seamless operations across departments and floors.
• Opportunity for professional growth within a supportive and dynamic work environment.
• Work onsite in a structured yet relaxed atmosphere, fostering teamwork and collaboration.

Administrative Assistant Key Responsibilities & Duties

• Provide administrative support to executives, including managing schedules, communications, and meeting preparations.
• Handle client onboarding, ensuring all processes are completed accurately and efficiently.
• Respond to client inquiries, take messages, and address requests with professionalism.
• Process financial transactions, open accounts, and ensure compliance with company policies.
• Collaborate with accounting and executive teams to streamline operations and enhance productivity.
• Maintain organized records and documentation for client interactions and account management.
• Assist in client acquisition efforts, addressing inquiries and providing information about services.
• Contribute to a positive and adaptable work environment, supporting team goals and initiatives.

Administrative Assistant Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.
• Minimum of 2 years of experience in administrative roles; 4 years preferred.
• Proficiency in computer systems and software relevant to administrative tasks.
• Strong organizational skills and attention to detail in managing schedules and documentation.
• Excellent communication skills, both verbal and written, for client and team interactions.
• Ability to work onsite in a collaborative and adaptable environment.
• Experience in financial services is a plus but not mandatory.
• Demonstrated ability to handle multiple tasks and prioritize effectively.