Administrative Assistant for Financial Firm

Northbrook IL

19 May, 2021

4:45 PM

Description

Shinneman Wealth GroupNorthbrook, IL We are looking for a responsible Administrative Assistant to perform a variety of administrative, reception, and clerical tasks. Duties of the Administrative Assistant include providing support to our staff and employees, assisting in daily office needs and managing our company’s general administrative activities. Administrative Assistant responsibilities include greeting clients, receiving incoming calls, preparing appointment materials, managing calendars, and maintaining appropriate filing systems. The ideal candidate should have excellent oral and written communication skills and be able to organize their work using tools, like Microsoft Word, Excel, and other office equipment. If you have previous experience as a secretary or administrative assistant and familiarity within our industry, we’d like to meet you. Ultimately, a successful Admin Assistant should ensure the efficient and smooth day-to-day operation of our office. Responsibilities Answer and direct phone callsOrganize and schedule appointmentsCollect and sort incoming/outgoing mailWrite and distribute email, correspondence memos, letters, faxes and formsPrepare balance sheets and client summary reportsMaintain database filing systemAssist other staff in various clerical needsProvide general support to visitorsAct as the point of contact for internal and external clients Skills Proven experience as an administrative assistant or office admin assistantKnowledge of office management systems and proceduresWorking knowledge of office equipment, like printers and e-faxProficiency in MS Office (MS Word, Outlook, Excel, in particular)Excellent time management skills and the ability to prioritize workAttention to detail and problem-solving skillsExcellent written and verbal communication skillsStrong organizational skills with the ability to multi-taskHigh School degree; additional qualification as an Administrative assistant or Secretary will be a plus Please e-mail at [email protected] to apply or for more information.