What are the responsibilities and job description for the Administrative Support Specialist position at Claire Myers Consulting?
Claire Myers Consulting is looking for a highly skilled Personal and Executive Assistant to join our team. In this role, you will be responsible for managing the daily operations of the Head Financial Advisor, including administrative tasks, personal errands, and team coordination.
Key Responsibilities:
- Manage office operations, including mail distribution, document scanning, and bill payments.
- Maintain office organization and ensure a tidy space.
- Troubleshoot office equipment and assist with meeting preparation.
- Schedule appointments, coordinate travel arrangements, and manage vendor relationships.
- Track team progress in Salesforce and generate reports for regular meetings.
Requirements:
- 2 years of experience in a support role within financial services.
- Experience with Salesforce, MoneyGuide Pro, Microsoft Office, and Excel preferred.
- Excellent communication and organizational skills.
