Administrative AssistantReceptionist

Des Moines, IA - USA

Monthly Salary: Not Disclosed

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

Financial Integrators a dynamic holistic wealth management company is seeking a professional engaging organized individual to join our Administrative Assistants team. This role is critical to maintaining client relationships and creating a welcoming environment for staff and visitors.

Specific job duties include but are not limited to:

Building client relationships and being the professional first point of contact during visits and incoming phone calls
Answering screening and correctly routing calls
Performing administrative activities such as setting appointments ensuring meeting materials are prepared and handling mail and packages
Responding to internal and external inquiries and distributing accurate information while maintaining confidentiality standards
Communicating and collaborating with staff members
Tracking and following up on outstanding items to bring them to completion researching solutions and solving problems
Recording numerical and financial data accurately and efficiently to produce and reconcile accurate records
Ordering obtaining and distributing office supplies
Setting future workflow actions and creating staff assignments

Requirements

Qualifications

High school diploma or equivalent required; Associates degree or equivalent experience preferred
At least two years of related administrative and bookkeeping experience highly preferred
Excellent written and oral communication skills
Analytical ability to make decisions with limited direction
Solid computer skills including the ability to learn technology and various systems including video conferencing Familiarity with Google Workspace Salesforce Excel and Word highly preferred
Strong attention to detail and ability to follow through on tasks
Organizational reading comprehension math and problem-solving skills
Must have the ability to balance working independently with working in a team environment
Self-starter multi-tasker problem solver goal oriented and a team player
Reports to a manager or supervisor

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 25 pounds at a time

Specific job duties include but are not limited to:

Building client relationships and being the professional first point of contact during visits and incoming phone calls
Answering screening and correctly routing calls
Performing administrative activities such as setting appointments ensuring meeting materials are prepared and handling mail and packages
Responding to internal and external inquiries and distributing accurate information while maintaining confidentiality standards
Communicating and collaborating with staff members
Tracking and following up on outstanding items to bring them to completion researching solutions and solving problems
Recording numerical and financial data accurately and efficiently to produce and reconcile accurate records
Ordering obtaining and distributing office supplies
Setting future workflow actions and creating staff assignments

Requirements

Qualifications

High school diploma or equivalent required; Associates degree or equivalent experience preferred
At least two years of related administrative and bookkeeping experience highly preferred
Excellent written and oral communication skills
Analytical ability to make decisions with limited direction
Solid computer skills including the ability to learn technology and various systems including video conferencing Familiarity with Google Workspace Salesforce Excel and Word highly preferred
Strong attention to detail and ability to follow through on tasks
Organizational reading comprehension math and problem-solving skills
Must have the ability to balance working independently with working in a team environment
Self-starter multi-tasker problem solver goal oriented and a team player
Reports to a manager or supervisor

Physical Requirements: