Previous experience in an administrative or executive assistant role required
At least one year of experience in financial services preferred
Strong organizational skills and ability to multitask
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel
Experience with Google Suite and Adobe PDF tools preferred
High level of accuracy and efficiency in data entry and document handling
Comfortable handling multiple phone lines and client inquiries
Responsibilities
Provide administrative and executive support, including calendar management, correspondence, and client communications
Interact professionally with clients via phone, email, and in-person
Proofread and prepare documents with accuracy and attention to detail
Organize and prepare for meetings, including setting up office and conference spaces
Coordinate client appointments and ensure all necessary paperwork is completed and accurate
Support event coordination and marketing efforts
Perform clerical duties such as filing, data entry, photocopying, and document management
Maintain a clean, organized, and efficient office environment
Resolve client service requests in a timely and professional manner
Desired Qualifications
At least one year of experience in financial services preferred
Experience with Google Suite and Adobe PDF tools preferred
Description
We are seeking an experienced and detail-oriented Administrative Coordinator to provide high-level administrative and client support in a fast-paced, service-driven environment. This role involves supporting executive-level activities, managing daily office operations, and assisting with client service and marketing efforts.
Key Responsibilities:
Provide administrative and executive support, including calendar management, correspondence, and client communications
Interact professionally with clients via phone, email, and in-person
Proofread and prepare documents with accuracy and attention to detail
Organize and prepare for meetings, including setting up office and conference spaces
Coordinate client appointments and ensure all necessary paperwork is completed and accurate
Support event coordination and marketing efforts
Perform clerical duties such as filing, data entry, photocopying, and document management
Maintain a clean, organized, and efficient office environment
Resolve client service requests in a timely and professional manner
Requirements
Previous experience in an administrative or executive assistant role required
At least one year of experience in financial services preferred
Strong organizational skills and ability to multitask
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel
Experience with Google Suite and Adobe PDF tools preferred
High level of accuracy and efficiency in data entry and document handling
Comfortable handling multiple phone lines and client inquiries