Administrative Assistant

MAI WEALTH MANAGEMENT, INC.•Independence, OH

26d•$45,000 - $60,000

About The Position

The Administrative Assistant performs a variety of administrative and clerical tasks, providing support to managers and employees, assisting with daily office needs, and managing general administrative activities efficiently, accurately, and expediently. The role requires sensitivity to client and departmental needs and effective working relationships with other teams and departments. Responsibilities are focused on clerical support (25%) and client and office support (75%). The position provides administrative assistance, supports internal and external clients, and helps maintain smooth office operations.

Requirements

High school diploma or GED required.
Minimum of 2–3 years of administrative assistant, clerical, or sales support experience.
Knowledge of office management systems and procedures.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Adobe PDF, and Google Maps/Street View.
Above-average computer literacy, including searching for information online, and willingness to learn other software products.
Ability to thrive in a fast-paced, dynamic, collaborative team environment and work with others to resolve conflicts, especially under pressure.
Highly organized and detail-oriented, able to meet deadlines while remaining flexible to meet firm needs and follow up as needed.
Strong organizational and interpersonal skills, with a demonstrated commitment to teamwork and partnerships.
Ability to maintain absolute confidentiality, safeguard firm data, and uphold high ethical standards.
Ability to handle critical internal relationships, including with management, other departments, and employees at all levels.
Willingness to learn new procedures or skills, accept new projects and challenges, and help others as needed.
Professional and positive demeanor, superb work ethic, and high personal ethics and integrity.

Nice To Haves

Associate degree in business administration preferred.

Responsibilities

Type and edit memos and letters as needed.
Manage incoming and outgoing mail and deliveries, including USPS, FedEx, and UPS.
Draft and edit emails and follow-up communications.
Help prepare meeting materials and general office documents.
Schedule appointments and coordinate meeting arrangements, including conference room bookings.
Act as the point of contact for internal and external clients.
Screen telephone calls and resolve or refer them as appropriate; maintain contact lists.
Welcome visitors, identify the purpose of their visit, and direct them to the appropriate department.
Order and maintain office supply inventory.
Serve as the point of contact with the corporate workplace team for in-office space planning as needed.
Assist with team projects and events as needed.