Administrative Assistant

Sequoia Financial Group Llc • Troy, MI

8d • Onsite

About The Position

The Administrative Assistant is responsible for a wide range of tasks, including managing correspondence, scheduling meetings, organizing files, and handling various clerical duties. This role also involves taking on operational responsibilities such as overseeing coordinating internal processes to ensure smooth operations. The Administrative Assistant acts as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere. With excellent organizational skills and attention to detail, the Administrative Assistant will help maintain the efficiency and effectiveness of the Columbus office, contributing to the overall operational success of the team.

Requirements

• Minimum 2-3 years of administrative and/or customer service-related experience
• Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time.
• Motivated individual who is a self-starter and has demonstrated ability to learn new technology and processes
• Excellent customer service skills verbal and written
• Must be willing to work in a fast-paced environment alongside colleagues to reach a common goal
• Detail Oriented

Nice To Haves

• Experience with Salesforce and Outlook
• Experience working in a professional office setting

Responsibilities

• Ordering/mailing of client gifts
• Prepare prospect packets for meetings and events
• Handle all outbound and inbound packages and mail, scanning documents as needed.
• Check processing
• Forwarding of incoming faxes and client files
• Maintaining and organizing employee common areas including ordering office supplies and beverages
• Forwarding incoming invoices–office supplies, shredding
• Greeting clients and guests as they enter the office
• Firm wide support of inbound calls
• Provide back up support for other Admins when out of the office
• Prepare for client meetings and internal office meeting agenda preparation
• Helping with items needing printing/binding in office
• Handling of calling for service on office items, printer, office space servicing, shredding, water
• Processing of Quarterly Tax payments
• Preparing offices/desks for onboarding employees
• Booking/organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc.
• Research and book travel for employees for travel and transportation as needed
• Travel coordination
• Coordinating internal meeting and client event logistics
• Organizing information regarding business opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed