Administrative Assistant

Our client, a small family-owned wealth management company, is looking for their next Administrative Assistant to join the team!

Salary/Hourly Rate:

$60k – $70k

Position Overview:

This Administrative Assistant should have strong multitasking and problem-solving skills and be extremely well-versed in Microsoft Office. An ideal candidate will have the personality to work with all types of people, build relationships, and be a self-starter who easily takes ownership over projects!

Responsibilities of the Administrative Assistant:

• Support two senior-level executives.
• Manage the executives’ calendars, including meetings and travel (personal meetings, doctor appointments, etc. included).
• Build and foster relationships with clients and provide excellent customer service.
• Prepare reports weekly and present results to management.
• Plan travel accommodations, both domestic and international.
• Prepare expense reports, review for accuracy, and submit to management in a timely fashion.
• Be the main point of contact for the office in terms of answering phones, emails, and directing to the correct department, and taking ownership of administrative needs.
• Manage all conference room meetings.
• Create and distribute training materials in a timely fashion.
• Assist with department-specific projects on an as-needed basis.

Required Experience/Skills for the Administrative Assistant:

• 2 – 5 years of experience as an Executive Assistant/Administrative Assistant supporting multiple people
• Strong written, communication, and presentation skills.
• High level of knowledge in the Microsoft Office Suite.
• Self-starter and able to work independently.
• Ability to be on-site.

Education Requirements:

• Bachelor’s degree is highly preferred.

Benefits:

• Medical benefits.
• Generous PTO.
• Competitive 401K.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO