Administrative Assistant

Our client, a well-established financial services organization, is seeking an Administrative Assistant to provide day-to-day administrative and operational support to a busy, professional team. This is an excellent opportunity for a highly organized, detail-oriented individual who enjoys working in a professional, client-focused environment and managing multiple priorities.

Responsibilities

• Provide general administrative support to the team, including scheduling, document preparation, data entry, and correspondence.
• Coordinate meetings, appointments, calendars, and internal communications.
• Prepare, organize, and maintain client and business documentation with a high level of accuracy and confidentiality.
• Assist with processing forms, applications, account documentation, and other financial services-related paperwork.
• Maintain accurate records and ensure documents are complete and properly filed.
• Track deadlines, follow up on outstanding items, and help keep processes moving efficiently.
• Communicate professionally with clients, internal teams, and external partners.
• Assist with data entry and updating information in internal databases and systems.
• Support reporting, spreadsheet management, and other administrative projects as needed.
• Handle sensitive and confidential information with discretion and professionalism.
• Provide additional administrative and operational support to the team as needed.

Qualifications:

Qualifications

• 2+ years of administrative, office, customer service, or related professional experience.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel.
• Strong data entry and document management skills.
• Professional demeanor with a strong commitment to client service.
• Ability to work independently while also collaborating effectively with a team.
• Experience in financial services, insurance, wealth management, banking, or another regulated industry is a plus.

Compensation

About Us

TalentMatch^®

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