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Financial Services Administrative Assistant

2 months ago

Bedminster, Pennsylvania, United States PCC Asset Management LLC Full time
Position Overview

The role of the Financial Services Administrative Assistant is crucial in supporting the operations of PCC Asset Management LLC.

Key Responsibilities:

  1. Manage incoming phone calls, ensuring they are directed to the appropriate team members or messages are accurately recorded.
  2. Generate and compile reports utilizing various software applications.
  3. Employ financial modeling tools to create comprehensive investment proposals.
  4. Organize and prepare mailings for distribution.
  5. Maintain and file client documentation efficiently.
  6. Handle shredding of sensitive documents as required.
  7. Utilize Microsoft Word and Excel for various administrative tasks.
  8. Track and record monthly company expenses using QuickBooks.

Note: The company retains the discretion to modify or add to the responsibilities of this position as necessary.