Administrative Assistant/Receptionist

4 days ago

Des Moines, Iowa, United States Financial Integrators Full time

Financial Integrators, a dynamic, holistic wealth management company, is seeking a professional, engaging, organized individual to join our Administrative Assistants team. This role is critical to maintaining client relationships and creating a welcoming environment for staff and visitors.

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 and reconcile accurate records
  • Ordering, obtaining, and distributing office supplies
  • Setting future workflow actions and creating staff assignments

Requirements

Qualifications

  • High school diploma or equivalent required; Associate's degree or equivalent experience preferred
  • At least two years of related administrative and bookkeeping experience highly preferred
  • Excellent written and oral communication skills
  • Analytical ability to make decisions with limited direction
  • Solid computer skills, including the ability to learn technology and various systems including video conferencing, Familiarity with Google Workspace, Salesforce, Excel, and Word highly preferred
  • Strong attention to detail and ability to follow through on tasks
  • Organizational, reading comprehension, math, and problem-solving skills
  • Must have the ability to balance working independently with working in a team environment
  • Self-starter, multi-tasker, problem solver, goal oriented and a team player
  • Reports to a manager or supervisor

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer
  • Must be able to lift up to 25 pounds at a time

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