Administrative Assistant

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Job description

Schedule: PT 25-30 hours a month, flexible as far as time and days, depending on how well they do setting up appointments - the times to reach these financial professionals is usually first thing in the morning, around lunchtime, and after 3pm.

Schedule appointments with my financial advisor clients and prospects (great communication and phone skills required- build rapport with gatekeepers to secure meetings I will provide scripts on what to say but the person needs to know how to pivot if necessary)

Miscellaneous small admin tasks (entering expenses, sending out promo items/gifts)

Administrative Assistant duties and responsibilities include providing administrative support to ensure efficient operation of the office. " Supports managers and employees through a variety of tasks related to organization and communication. " Responsible for confidential and time-sensitive material. " Familiar with a variety of the field's concepts, practices, and procedures. " Ability to effectively communicate via phone and email ensuring that all Administrative Assistant duties are completed accurately and delivered with high quality and in a timely manner. " Answer and direct phone calls " Organize and schedule meetings and appointments. " Maintain contact lists. " Produce and distribute correspondence memos, letters, faxes, and forms. " Assist in the preparation of regularly scheduled reports. " Develop and maintain a filing system. " Order office supplies. " Book travel arrangements. " Submit and reconcile expense reports. " Provide general support to visitors. " Provide information by answering questions and requests. " Take dictation. " Research and create important presentations and develop processes. " Generate reports. " Handle multiple projects. " Prepare and monitor invoices. " Develop administrative staff by providing information, educational opportunities, and experiential growth opportunities. " Ensure operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques. " Maintain supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. " Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

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