The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervision, job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels.
Key Responsibilities and Duties
- Maintains office inventory, facilitates supply orders and completes other general office duties.
- Supports employees with various tasks related to onboarding, appointment setting and travel arrangements.
- Provides meeting assistance through scheduling, presentation preparation and diligent note taking.
- Handles various office tasks related to communication and organization.
- Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments.
Requirements
Key Responsibilities and Duties
- Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing.
- Serves as primary administrative contact, working across all lines of business and with external agencies by answering telephone, taking messages and answering routine questions.
- Acts as a liaison between clients and advisory team members, internal business partners and departments, ensuring effective communication and cohesion.
- Maintains advisory team calendars, contact lists and provides ad-hoc support as needed.
Benefits
Desired Qualifications:
2+ Years of Financial Industry experience Preferred
Bachelors degree preferred
Proficiency in MS Office (i.e., Outlook, Word and Excel, Powerpoint), Relational Databases, Travel & Expense systems
Able to multi-task and produce in a fast paced, team environment
Strong interpersonal and customer service skills
Organized, detail oriented and follows-through
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