Administrative Assistant

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