Administrative Assistant
4 days ago
Responsibilities:
• Ensuring effective utilization of systems such as Salesforce, Schwab, and Tamarac for the management and maintenance of client information.
• Handling the main line phones to facilitate smooth communication within the organization.
• Providing administrative support to client-facing employees through activities such as correspondence, mailings, and managing UPS.
• Overseeing the scheduling and organization of all conference room calendars.
• Setting up meeting rooms for client visits and ensuring all necessary resources are available.
• Ordering and maintaining a sufficient inventory of supplies for company employees.
• Notifying the relevant departments when office equipment such as copiers, printers, and postage machines require repair.
• Sorting and distributing all incoming company mail to the operations support team for scanning.
• Assisting in the preparation of expense reports and travel itineraries for client-facing employees when necessary.
• Managing the processing of all vendor invoices in Salesforce and keeping track of Accounts Payable.
• Conducting research, compiling statistics, gathering and computing various data to prepare comprehensive reports.
• Undertaking other duties such as special projects and assisting the Office Manager with event planning.• Proven experience in Administrative Assistance within the Financial Services industry
• Proficiency in handling Wire Transfer operations
• Solid knowledge of Banking & Brokerage procedures and regulations
• Exceptional Data Entry skills, with high attention to detail and accuracy
• Excellent organizational and multitasking abilities
• Strong verbal and written communication skills
• Proficiency in using Microsoft Office Suite and other relevant software
• Ability to maintain confidentiality of sensitive information
• Strong problem-solving skills and the ability to make decisions under pressure
• Ability to work independently and collaboratively within a team
• Committed to providing exceptional service to clients and colleagues.
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