Administrative Assistant
4 weeks ago
- Contract Duration 6+ months
Job Description:
- Schedule appointments with my financial advisor clients and prospects (great communication and phone skills required- build rapport with gatekeepers to secure meetings – I will provide scripts on what to say but the person needs to know how to pivot if necessary)
- Miscellaneous small admin tasks (entering expenses, sending out promo items/gifts)
- Administrative Assistant duties and responsibilities include providing administrative support to ensure efficient operation of the office.
- Supports managers and employees through a variety of tasks related to organization and communication.
- Responsible for confidential and time-sensitive material.
- Familiar with a variety of the field's concepts, practices, and procedures.
- Ability to effectively communicate via phone and email ensuring that all Administrative Assistant duties are completed accurately and delivered with high quality and in a timely manner.
- Answer and direct phone calls
- Organize and schedule meetings and appointments.
- Maintain contact lists.
- Produce and distribute correspondence memos, letters, faxes, and forms.
- Assist in the preparation of regularly scheduled reports.
- Develop and maintain a filing system.
- Order office supplies.
- Book travel arrangements.
- Submit and reconcile expense reports.
- Provide general support to visitors.
- Provide information by answering questions and requests.
- Take dictation.
- Research and create important presentations and develop processes.
- Generate reports.
- Handle multiple projects.
- Prepare and monitor invoices.
- Develop administrative staff by providing information, educational opportunities, and experiential growth opportunities.
- Ensure operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques.
- Maintain supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
- Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Benefits:
- Medical, Vision, and Dental Insurance Plans
- 401k Retirement Fund
About The Company:
- Our client is a leading U.S. retirement and life insurance company, with a broad range of competitive and innovative products, leading integrated risk and investment management, and highly experienced leadership. The company is committed to addressing its client’s financial protection needs today and tomorrow.
- Our client is successful because of its people. As the company continues to grow and thrive, they are looking for talented individuals who reinforce its culture of diversity, inclusion, innovation, and critical thinking. Great things happen when you harness the power of different perspectives and ideas in a diverse and inclusive workplace. From employee-led resource groups to conscious consideration in our recruiting process, to the CEO’s pledge to reinforce a commitment to open dialogue and tackling unconscious bias – Our client embraces a culture of diversity and inclusion. As a company in our community, they believe they have a responsibility to support the communities where we work, and focus their charitable efforts around this community-oriented philosophy.
#LI-DNP
#gttnonit
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