Part Time Administrative Assistant

Sequoia Financial Group LlcAkron, OH
2dOnsite

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 Fairlawn office, contributing to the overall operational success of the team.

Requirements

  • Minimum 2-3 years of administrative and/or customer service-related experience

Nice To Haves

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

Responsibilities

  • Maintain and organize employee common areas and conference rooms.
  • Work with admin team to determine supplies and ordering needs.
  • Ordering/mailing of client gifts
  • Booking/organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc.
  • Prepare prospect packets for meetings and events
  • Handle all outbound and inbound packages and mail, scanning documents as needed.
  • Provide back up support for other Admins when out of the office
  • 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
  • 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
  • Check processing
  • Forwarding of incoming faxes and client files
  • Forwarding incoming invoices–office supplies, shredding
  • Greeting clients and guests as they enter the office
  • Firm wide support of inbound calls
  • Order food for client and internal meals as requested

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What This Job Offers

Job Type

Part-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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