What are the responsibilities and job description for the Administrative Assistant/Receptionist position at Financial Integrators?
Description
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
Qualifications
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
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
- 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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