Administrative Assistant
About The Position
Sapling Financial Consultants is seeking a conscientious full-time Administrative Assistant to support its growing team. This role is crucial for ensuring the smooth operation of the business by assisting Partners and Managers with various administrative tasks. The ideal candidate is dedicated to producing high-quality, impactful work and possesses a strong work ethic, attention to detail, and a long-term outlook. This position offers the opportunity to play a significant role in a small, ambitious, and growing consultancy, with potential for rapid growth in responsibilities and compensation. The company operates on a hybrid model, with team members in the office on Tuesdays and Wednesdays, and working remotely on other days. Flexibility to come into the office on other days for meetings is also expected. Sapling Financial Consultants values its employees as individuals and is committed to their growth and development.
Requirements
- Knowledge of office management systems and procedures
- Proficiency in MS Office (MS Excel, MS Word and MS PowerPoint, in particular)
- Excellent time management skills and the ability to prioritize work
- Attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
- Ability to take ownership of responsibilities and see them through to completion
- Ability to work independently and manage time and multiple tasks/deadlines/deliverables at once
- Strong dedication to the team and excellent work ethic
- Desire to contribute to the firm over the long haul, with the understanding that loyalty and hard work will be recognized in both compensation and responsibilities far more quickly than in a large “brand-name” firm
Nice To Haves
- Bachelor’s degree preferred, but good work experience can substitute
- Proven experience as an Administrative Assistant, Receptionist or similar role
Responsibilities
- Schedule and confirm appointments and meetings
- Arrange travel schedules and make reservations
- Perform basic bookkeeping tasks (e.g., enter expenses)
- Order and/or pick up office supplies, and research new deals and suppliers
- Deal with time-consuming administrative tasks (e.g., call banks, utilities, etc. to inquire about recent bills, etc.)
- Assist with preparing employee and customer contracts/agreements based on existing company templates
- Assist with preparing customer invoices with details by hour/function, etc.
- Apply for grants (employee, conference, etc.)
- Review team member time trackers
- For conference attendee lists that do not have emails, assist with locating emails. For all conferences, assist with reaching out to attendees to attempt to secure meetings
- Prepare food plates and set up and clean up for team meetings
- Arrange contractors (e.g., Bell Canada) and meet with them to gain access to the office
- Greet visitors to our office
- Depending on business need, conduct in-depth market, industry and company research on clients, and develop decks and reports, for business plans, business cases, valuations, financial analyses and related documents
- Depending on business need, proof the writing work product developed by Analysts and Consultants (e.g., whitepapers, prospect email templates, etc.)
- Perform occasional design work to enhance the appearance of client deliverables (e.g., PowerPoint, Word)
Benefits
- Compensation recognized in both compensation and responsibilities far more quickly than in a large “brand-name” firm
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
