Administrative Assistant
Share
Job Location:
Germantown, MD - USA
Yearly Salary:
$ 45000 - 50000
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
Summary
The Administrative Assistant supports the team at Gateway Associates by completing organizational and customer service-related tasks that keep the practice running. They coordinate communication between clients and all department as well as assist in prioritizing workflows for the teams Lead Advisor(s). The Administrative Assistant reports to and is employed by Gateway Associates.This is an in-office position in Germantown WI. Compensation with experience Compensation is $45000 - $50000/year dependent upon experience. Benefits include: 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year
simple IRA plan with employer match health insurance plan available.
Job Description
Responsibilities:
Administrative Assistant has the following responsibilities and duties:
Greet all guests upon entrance to office and direct them as needed
Guide pre-meeting experience for clients
Answer phone calls and direct as needed
Perform office opening and closing tasks
Maintain office upkeep and appearance between cleanings
Maintain inventory of office and hospitality supplies including ordering
Complete seasonal office decorating
Create agendas for all routine meetingsi.e.team and check-in meetings
Take notes in weekly team meetings
Prep folders for in-person meetings
Assist Marketing Specialist withclientcorrespondencesuch as birthday cardsget-well cards andthank you gifts for client introductions
Complete other miscellaneous tasks as assigned by Financial Representatives and/orDirector of Operations
Requirements:
Administrative Assistant should have the following skills education and experience:
1-3years of administrative experience
Excellent verbal and written communication skills
Strong organizational skills and ability to multitask
Problem-solving and decision-making skills
Ability to act as gatekeeper and escalate relevant information to team as needed
Skilled in the use of standard office equipment (e.g. copiers business telephone systems fax machines).
Ability to work effectively with minimal supervision
Strong interpersonal skills
Ability to treat confidential information withappropriate discretion
Exceptional attention to detail
Familiarity with Microsoft Office Suite
Time management and ability to meet deadlines
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the team
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Gateway Associates recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Required Experience:
Junior IC
Key Skills
- Generator
- Accomodation
- Football
- Advertising
- Architectural Design
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.
