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Administrative Assistant

Company: J.L. Nick & Associates
Location: Erie
Posted on: January 15, 2020

Job Description:

Administrative AssistantOur client, a prestigious, local independent Wealth Management Firm looking for a fun, driven, mature individual who enjoys working in a fast pace, highly efficient professional work environment with valued clients.-- Candidate must have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, exceptional organizational skills and the ability to maintain a realistic balance among multiple priorities--Job Description:The ideal candidate is professional, punctual, ethical and friendly, has a high level of integrity; and can maintain confidentiality. Must be organized, possess strong attention to detail, time management skills and be comfortable on the phone and computer--- Ability to work independently and exercise high level of confidentiality--- Good at follow up and follow-through--- Excellent verbal and written communication skills--- Must be reliable with time sensitive deadlines and tasks--- Shows an active interest in own work, and suggests improvements to current ways of working--- Use excellent customer service skills to build client relationships--- Builds an effective professional rapport with coworkers--Job Responsibilities:------- Greet visiting clients and business associates--- Manage advisors' schedules. To include scheduling and confirming appointments--- Handle incoming calls in order to handle client needs, and forward to appropriate team member.----- Prepare forms and process all account paperwork timely and with accuracy--- Receive and route incoming postal and interdepartmental mail.----- Update contact management systems--- Participate in general maintenance of a tidy working environment--- Perform any other related duties that are required as part of an evolving business--Required skills:--2 years + Previous financial service experience required.-- Much of the job will be taught.----Proficiency in Microsoft Office applications (Word, PowerPoint, Outlook).Interested & qualified candidates will please submit a resume with salary requirements in confidence.Our client is an equal opportunity employer.

Keywords: J.L. Nick & Associates, Erie , Administrative Assistant, Administration, Clerical , Erie, Pennsylvania

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