Administrative Assistant

We are currently seeking an experienced administrative assistant to work with the partners in handling a variety of administrative tasks.

Job Responsibilities include but not limited to:

• Answering phones and greeting clients.
• Calendar management; scheduling/coordinating in-person and virtual meetings with clients.
• Case preparation for meetings and group presentations.
• Scanning, filing, faxing and keeping our database organized.
• Assist partners in managing case files, invoices for vendors, and main office supplies
• Process incoming/outgoing mail.

Skills Needed:

• Excellent customer service, communication, and interpersonal skills.
• Effective communication and telephone skills are required; this includes both written and verbal communications.
• Can prioritize workflow and understand urgency.
• Is highly organized with a strong attention to detail.
• Comfortable with technology; can use the internet with ease and can enter data quickly and with accuracy.
• Must have experience using Outlook for scheduling, Excel and Word.
• Experience working with a financial services company a plus but not required.

Must be fully vaccinated for Covid-19.

Job Type: Full-time