What are the responsibilities and job description for the Administrative Assistant position at Goodwill Industries of Southeastern Wisconsin Inc?
Administrative Assistant
Goodwill TalentBridge is seeking an Administrative Assistant to support senior leadership within our client’s wealth management firm. Our client is a boutique wealth management firm located in Waukesha County, providing comprehensive financial services to a unique client base. 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:
Hours: 8am – 5:30pm with one hour lunch period. This is an onsite role.
Qualifications:
This role has no supervisory duties
Goodwill TalentBridge is seeking an Administrative Assistant to support senior leadership within our client’s wealth management firm. Our client is a boutique wealth management firm located in Waukesha County, providing comprehensive financial services to a unique client base. 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
- Above average ability in math & experience working with financial statements 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