Administrative Assistant

Successful wealth management firm seeks a Receptionist/Administrative Assistant to join their established team. This team member will be responsible for telephone reception, client hospitality and interface, filing, mail distribution, organization and appearance of common areas, as well as other administrative support that may be required. This position also supports the Executive Assistant and assists with marketing activities. Responsibilities Responsible for being the company''s Ambassador of First Impressions with our clients, prospects and business associates - both on the phone and in person. Answer telephones and route calls or take messages - voice mail and phone system maintenance. Work in conjunction with the Executive Assistant as members of the Client Ambassador Team creating "superior" hospitality and high-quality experiences for clients. Provide administrative support for the Executive Assistant (EA) by performing the following duties for the President: Organize desk and daily work each morning - turn on TV Review the calendar each morning with EA Collect and distribute printed documents in appropriate folders Open mail and review with EA Have Principal sign, make copies for EA, and mail outgoing mail Select and send out monthly birthday cards from the list EA provides Prepare conference room and materials for client and/or staff meetings Address, stuff and stamp outgoing mail as needed Order and pick-up lunch, get coffee, clean-up, etc. Train all new employees on phone system and voice mail Maintain the common areas - reception, conference rooms, kitchen and storage room. Responsible for the scheduling & coordination of conference rooms with the Executive Assistant

Created: 2021-11-29