An innovative and growing Investment Planning company is looking to grow their team by finding a motivated individual who provides administrative support to ensure efficient operations within the office. The Administrative Assistant will support the team through a variety of tasks related to organization and communication. Please apply if you want to work for a company that invest in its people and strives to make a positive difference.

Responsibilities:

• Creates materials as needed including letters, faxes, and forms.

• Assists in preparing and updating reports, case prep, etc.

• Point of contact for technology access/services.

• Maintains all team and office supplies; anticipates needs and orders.

• Arranges travel as needed.

• Resource to office and administrative functions.

• Works on projects as requested.

• Answers phones and greets incoming office guests with welcoming demeanor

• Other team specific duties as assigned.

• Handles sensitive information in a confidential manner.

Requirements:

• Proficient in MS Office at intermediate levels.

• Proficient in general technology.

• Strong organizational and planning skills.

• Excellent written and verbal communication skills.

• Attention to detail and problem solving.

• Strong time management skills and ability to multi-task and prioritize work.

• Four-year college degree preferred.

We are an EEO/AA Employer: Female/Minority/Veteran/Persons with Disability encouraged to apply.