Financial Administrative Assistant

Financial Administrative Assistant

Location: St. Augustine, FL

Industry: Financial Services

Job Type: Full Time Position

Years of Experience: 2+ years

We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our Partners, Financial advisors and employees, assisting in daily office needs and managing our company’s general administrative activities. Administrative Assistant responsibilities include making travel and meeting arrangements, preparing reports 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 MS Excel and office equipment. If you have previous experience as a Secretary or Executive 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 calls
• Organize and schedule appointments
• Complete new account paperwork, process transfer requests, contribution and distribution requests and general client account maintenance.
• Plan meetings and take detailed minutes
• Write and distribute email, correspondence memos, letters, faxes and forms
• Assist in the preparation of regularly scheduled reports
• Develop and maintain a filing system
• Update and maintain office policies and procedures
• Order office supplies and research new deals and suppliers
• Maintain contact lists
• Book travel arrangements
• Submit and reconcile expense reports
• Provide general support to visitors
• Act as the point of contact for internal and external clients
• Perform other duties as required

Skills

• Proven experience as an Administrative Assistant or office admin assistant
• Knowledge of office management systems and procedures
• Ability to work independently and as part of team.
• Working knowledge of office equipment, like printers and fax machines
• Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task
• Undergraduate degree; additional qualification as an Administrative assistant or Secretary will be a plus

Job Types: Full-time, Contract

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Education:

• High School Diploma

Experience:

• Microsoft Office: 3 years (Required)
• Financial services: any experience in the financial industry would be a plus.

Language:

• English (Required)

Willingness to travel:

• 10% (Preferred)

Work Location: One location

Job Type: Full-time

Pay: $40,000.00 per year

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Administrative Assistant: 2 years (Required)

Language:

• English (Required)

Ability to Commute:

• Saint Augustine, FL 32086 (Required)

Work Location: In person