Administrative Support Specialist

1 week ago

Wayne, Pennsylvania, United States Net2Source Inc. Full time
Financial Advisor Administrative Assistant

Schedule appointments with financial advisor clients and prospects, building strong relationships through effective communication and organizational skills.

  • Administrative Support
    • Provide administrative support to ensure efficient office operation and contribute to the success of Net2Source Inc.
    • Support managers and employees with organization and communication tasks, ensuring seamless collaboration and productivity.
  • Communication and Organization
    • Effectively communicate with clients and colleagues to ensure accurate and timely completion of tasks, maintaining a high level of professionalism and discretion.
    • Organize and schedule meetings and appointments, prioritizing tasks to meet deadlines and achieve business objectives.
  • Confidentiality and Time Management
    • Handle confidential and time-sensitive material with discretion, maintaining the trust and confidentiality of clients and colleagues.
    • Manage multiple projects and prioritize tasks to meet deadlines, ensuring timely completion and high-quality results.
  • Administrative Tasks
    • Answer and direct phone calls, providing exceptional customer service and support to clients and colleagues.
    • Maintain contact lists and databases, ensuring accurate and up-to-date information.
    • Produce and distribute correspondence, memos, and forms, maintaining a high level of professionalism and attention to detail.
    • Assist in preparing regularly scheduled reports, providing valuable insights and analysis to support business decisions.
  • Development and Maintenance
    • Develop and maintain a filing system, ensuring accurate and efficient storage and retrieval of documents.
    • Order office supplies and materials, maintaining a well-stocked and organized workspace.
    • Book travel arrangements and accommodations, ensuring smooth and efficient business travel.
    • Submit and reconcile expense reports, maintaining accurate and up-to-date financial records.
  • Support and Development
    • Provide general support to visitors, ensuring a warm and welcoming experience.
    • Provide information and answer questions, maintaining a high level of knowledge and expertise in administrative procedures.
    • Take dictation, transcribing and recording important information with accuracy and attention to detail.
    • Research and create presentations, providing valuable insights and analysis to support business decisions.

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