Administrative Assistant

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Job description

Administrative Assistant Job Description

The Administrative Assistant position requires positivity and energy, attention to detail, problem solving and critical thinking skills, and a strong devotion to focus, ironically coupled with an ability to switch gears quickly throughout the day if necessary

Qualifications

· 2+ years of administrative office experience in a professional and fast-paced environment

· Intermediate to advanced skills with MS Office Suite (Excel, Word, PowerPoint, Outlook),

Adobe Acrobat, Microsoft Teams

· Comfortable and familiar with CRM platforms (Salesforce a plus)

· Ability to prioritize projects and manage time

· Savvy customer service to include excellent communication both verbal and written

· Strong follow-through

· Exceptional attention to detail

· Good-natured, positive attitude

· Ability to demonstrate persistence to achieve quality

· Absolute confidentiality and discretion

Responsibilities

The Administrative Assistant must provide world-class client service when communicating with clients, and must bring a creative, solutions-oriented mindset to all daily duties, tasks, and projects to assist the family office team

· Core hours are 9:00 AM - 5:00 PM, Monday through Friday

· Greet clients in a friendly, positive, and warm manner

· Maintain employee kitchen and make sure office supplies are well-stocked and organized

· Perform general administrative and support functions for the office preparing paperwork,

copying/scanning materials, faxing and shipping, and general office organization

· Maintain and update client CRM data and records, both routinely and by project

assignment

· Maintain office filing system; both paper and electronic

· Take minutes during weekly client meetings, assigning tasks identified in team meetings

and distributing minutes and tasks in a timely manner

· Demonstrate an attitude of ownership and excellence when executing projects and role-

based duties

· Assist with marketing initiatives, including, but not limited to flyers, event preparation,

event reservations, etc.

· Send the following touches to clients, but not limited to thank you notes, birthday cards,

wedding anniversary cards, invitations, etc.

· Other industry-specific tasks as needed

Pay and Benefits:

$18.00 - $20.00 per hour DOE