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Administrative Assistant
2 months ago
ADMINISTRATIVE ASSISTANT
We are seeking a new team member to join our growing independent financial firm in our Covington office. Candidates must have outstanding telephone and interpersonal communication skills and be proficient in Microsoft Word & Excel. Persons in this position represent Simon & Simon Financial on a daily basis, and must be energetic and have a positive, professional attitude.
JOB DESCRIPTION
The individual in this position ensures the day-to-day operations of the firm stay running smoothly while providing exceptional service to all clients, visitors and prospects. Employee will be required to perform general administrative services such as incoming calls, calendar management, outgoing mailings, assistance with Educational workshops/events, working and collaborating with other members of staff and Principals, welcoming clients/prospects/visitors to office.
JOB RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):
DAILY
- Answer the phones in a friendly, warm, professional manner
- Set appointments, meetings and conference calls
- Maintain an organized, compliant and efficient e-filing system
- Sort and distribute all incoming mail
- Assist with copying or scanning as requested by the team
- Assist the team with fax confirmations & follow-up phone calls to appropriate companies, as needed
- Mail all outgoing correspondence
- Greet incoming clients, prospective clients and visitors in a professional manner, be sure each guest has an exceptional experience
- Run office errands as necessary (reliable transportation required)
- Service current clientele on a daily basis
- All other daily office operations
MONTHLY/SEMI-MONTHLY
- Assist with any and all workshop preparation, such as:
- Proactively order & manage all office/marketing materials using Inventory Log (once a month)
REQUIREMENTS
- High school diploma or GED equivalent required
- Previous work in office administration preferred
- Computer literate and proficient using Microsoft Word & Excel is required
- Overall competence in general computer skills required
- Reliable transportation required
KNOWLEDGE, SKILLS & ABILITIES
- Outstanding phone skills
- Command of the English language and grammar, verbal and written
- Experience working in a fast-paced environment
- Attention to detail
- Hard working and dedicated to the team
- Always willing to take the initiative
- Problem solver
- Working knowledge of office machinery (computer, printer, copier, phone systems, etc.)
- Ability to multitask
PERSONAL SKILLS
- Strong work ethic
- Positive Attitude
- Self-Starter
- High level of interpersonal skills
- Customer service oriented
Job Type: Full-time
Experience:
- Computer literate and proficient using Microsoft Word & Excel
Education:
- High school diploma or GED equivalent required
- Associate’s degree in office administration, management, or related field preferred
Work Location:
- One location- Covington Office (downtown Covington)
Benefits offered:
- Paid time off (PTO)
- 401(K)
Pay Frequency:
- Bi weekly or Twice monthly (1st & 15th of each month)
