Administrative Assistant
2 days ago
We are recruiting a proactive Administrative Assistant to join a reputable financial services organization in the Davis area known for its collaborative and tenured staff. Our client values work/life balance and offers generous time off (3 weeks in the first year), a 401(k) plan with employer match, and healthcare subsidies. The Administrative Assistant plays a pivotal role in ensuring the smooth operation of a fast-paced, organized, and friendly office by supporting staff and interacting with clients. 100% onsite, M-F. Salary: $60,000
The ideal candidate will have 2+ years' of experience providing administrative support in a professional services environment, strong critical thinking skills as it pertains to complex calendaring, professional verbal and written communication skills, and excellent B2B customer service.
PRIMARY RESPONSIBILITIES:
- Manage calendars for multiple staff members and assist with meeting scheduling.
- Create and maintain documents for new client intake.
- Open new account applications, process money movement requests, and work on internal business projects as assigned.
- Answer client questions and provide readily available information regarding their accounts, within permissible limits.
- Handle forms for investment accounts.
- Greet clients upon arrival and extend hospitality to guests.
- Conduct client appointment reminder calls.
- Order office supplies and manage related inventory.
- Oversee equipment and facilities maintenance, including managing contracts with outside vendors.
- Review and improve work methods and procedures for quality and efficiency.
- Document meeting notes and pull reports as needed.
- Handle incoming and outgoing mail.
- Assist in maintaining the electronic client management system.
- Perform document scanning and filing as needed.
- Collaborate with the home office to ensure accurate account setup and resolve issues..
- Maintain files and records according to the records retention policy.
- Offer insight and recommendations to effectively use key tools to achieve practice results.
- Assist with additional clerical support as assigned.
SKILLS & QUALIFICATIONS:
- 2+ years of administrative experience.
- Intermediate proficiency with Microsoft Office Suite.
- Familiarity working within a CRM system. Salesforce experience is a plus.
- Possesses high integrity and the ability to work independently with limited supervision.
- Positive attitude and a sincere willingness to constantly learn and grow.
- Effective communication and customer service skills with clients and staff.
- High school diploma or higher education required.
- Strong attention to detail, organizational and data processing skills.
- Efficient time management and multitasking capabilities.
- Adherence to rules and regulations as required by the company.
Meet Your Recruiter
Elizabeth Mann
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