Administrative Assistant

Summary
The Administrative Assistant position is responsible for performing clerical tasks to support daily operations. Duties include answering and transferring phone calls, sorting and delivering mail, greeting visitors, and providing administrative support to the practice. The Administrative Assistant reports to and is employed by Apex Financial Group.
Perks of this position
- Compensation is $16-18/hr depending upon experience
- 20-25 hours a week, Thursdays from 9 a.m. to 5 p.m. required; other hours are flexible as long as within standard business hours
- 401K (non-elective)
- PTO
- Growth opportunities available
Job Description
Responsibilities

• Support the lead advisor with variety of functions and tasks
• Interface with clients to coordinate meetings, mailings, and other communications
• Greet clients and visitors when they arrive
• Answer all incoming calls and disperse them and any messages appropriately
• Maintain client correspondence including compliance and marketing mailings
• Schedule all meetings and provide driving directions
• Maintain the Lead Advisor's calendar
• Update and document within CRM systems as needed
• Maintain internal mailing lists, birthday card lists, and monthly calling lists
• Maintain physical or electronic file

Qualifications

• Previous experience working as a receptionist in a professional services firm desired
• Expert knowledge of Office applications
• Knowledge of CRM systems, phone systems and office equipment

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Apex Financial Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Apex Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.