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Administrative Assistant

4 months ago

Des Moines, United States Vision Financial Group LLC Full time
Job DescriptionJob DescriptionDescription:

Vision Financial Group, a dynamic, holistic financial advisory firm, is seeking a professional, friendly, detail-oriented person to fill the role of Administrative Assistant/Receptionist.


Vision Financial Group offers a full range of benefits including health, dental, vision, life, accident, 401(k) with employer contribution, and a friendly, collaborative work environment.

Specific job duties include, but are not limited to:

  • Building client relationships and being the professional first point of contact during visits and incoming phone calls
  • Answering, screening, and correctly routing calls
  • Performing administrative activities such as setting appointments, ensuring meeting materials are prepared, and handling mail and packages
  • Responding to internal and external inquiries, and distributing accurate information while maintaining confidentiality standards
  • Communicating and collaborating with staff members
  • Tracking and following up on outstanding items to bring them to completion, researching solutions and solving problems
  • Recording numerical and financial data accurately and efficiently to produce financial records
  • Generating journal entries to debit and credit company and client accounts
  • Reconciling records, ensuring any discrepancies are resolved in a timely manner
  • Setting future actions and creating staff assignments
Requirements:

Qualifications include:

  • Higher education degree strongly preferred; high school diploma or equivalent required
  • A focus on providing excellent, consistent customer service
  • Analytical ability to make decisions with limited direction
  • Solid computer skills with the ability to learn technology and various systems, including Salesforce CRM, video conferencing, Google Workspace, Excel, and Word
  • Strong attention to detail and ability to follow through on tasks
  • Ability to balance working independently with working in a team environment
  • Organized, self-starter, multi-tasker, problem solver, goal oriented, and a team player

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer
  • Must be able to lift up to 15 pounds at a time