What are the responsibilities and job description for the Administrative Assistant position at COLUMBIA FINANCIAL ADVISORS, INC?
Job Description
Job Description
Columbia Financial Advisors provides business valuation, financial advisory services, and litigation support to clients throughout the country. We serve small, closely held companies as well as some of the largest privately held companies in the country and publicly traded firms.
The opportunity to join a dynamic, fast-paced team and get excellent industry training is being offered to you. The following tasks will be carried out by you as an experienced administrative assistant to help the business produce on-site administration :
Among your duties will be :
- Effectively handling senior members of the organization's email correspondence, including reporting as needed and corresponding with business partners.
- Answer phones, greet visitors, and answer inquiries in a professional manner.
- Precise data gathering and compilation in accordance with company guidelines.
- Managing client communications and ensuring prompt responses to questions via WhatsApp.
- Assisting senior members with a variety of administrative tasks, including appointment scheduling, meeting setup, and travel planning.
- Providing comprehensive administrative support.
- Creating reports and getting them from our databases.
- Finishing monthly tasks on time, such as sending weekly reports to clients.
Qualifications :
Benefits :
In addition to a competitive salary, benefits include :
At Columbia Financial Advisors, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Regardless of a person's race, color, age, sex, sexual orientation, family status, religious creed, national origin, ancestry, medical condition, marital status, or status as a registered domestic partner, citizenship, military and veteran status, disability, protected medical condition, genetic information, or any other legally protected status, Columbia Financial Advisors is dedicated to offering employment opportunities. Columbia Financial Advisors does not accept harassment or discrimination and makes all hiring decisions without taking these protected statuses into consideration. #mid-senior
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