Administrative Assistant

작업 내용

The ideal candidate will exhibit high standards with attention to detail, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. Looking for someone with a strong ability to take charge and meet tight deadlines, focused on delivering excellence with integrity to clients will ensure your success in this multi-faceted role.

Responsibilities

• Ensure file organization based on office protocol
• Provide ad hoc support around office as needed
• Support projects
• Must have the ability to deal skillfully and effectively with other team members
• Highly organized
• Manage processes through to completion
• Handle administrative issues for the advisor
• Able to protect advisor’s time by filtering action items
• Answer calls and emails and help clients

Qualifications

• Ability to multitask
• Proficient in Microsoft Office suite and Salesforce
• Excellent written and oral communication skills
• Ability to work in a team environment and also work independently with minimal supervision/direction
• Financial knowledge is an asset but willing to train the right individual
• Highly adaptable in a fast paced and ever changing industry