Administrative Assistant

Goodwill TalentBridge is seeking an Administrative Assistant to support senior leadership within our client’s wealth management firm.

This direct hire role is fast paced with variety in work duties, professional environment, excellent compensation, comprehensive benefits, and profit-sharing program.

Apply today to this career opportunity!

Essential Duties :

• Support CEO & firm leadership with all day-to-day functions
• Support staff accounting with administrative support team as needed
• Management of CEO finances, scheduling & calendaring, meeting & event planning
• Ordering of supplies, resources, catering, and meals
• Travel planning & coordination
• Compose correspondence, company memos and other communications on behalf of CEO
• Prepare various reports, financial statements, as well as client & meeting materials
• Maintain client demographics and other client information within company systems
• Greet visitors and answer all firm calls professionally
• Order and maintain inventory and stock firm supplies
• Other duties as assigned

Hours : 8am 5 : 30pm with one hour lunch period. This is an onsite role.

Qualifications :

• Associate degree with 2 years’ experience in a professional office setting supporting leadership
• Proficiency in MS Office Suite and experience with Quicken and / or QuickBooks preferred
• Strong attention to detail is needed to be effective in this role
• Excellent communication skills
• Ability to present information in a professional manner to individuals and small groups

This role has no supervisory duties

Last updated : 2024-05-12