What are the responsibilities and job description for the Administrative Support Specialist position at Connect Search, LLC?
Job Overview:
We are seeking a highly organized and professional Office Assistant to serve as the first point of contact for our clients. As the initial ambassador of our company, you will play a key role in providing exceptional service and ensuring seamless day-to-day operations.
Duties and Responsibilities:
- Operate receptionist software to manage incoming calls, greet visitors, and direct them to the appropriate destination.
- Manage mail, messages, and courier deliveries, including collecting, sorting, distributing, and preparing documents.
- Maintain an inventory of documents for offsite storage, order office supplies and forms, and ensure the office is well-stocked.
- Develop and maintain required office compliance documents, handle cashiering tasks, and review daily reports.
- Transmit information or documents to customers via computer, mail, or fax, and maintain and scan customer correspondence for record-keeping purposes.
Qualifications:
Experience and Education:
- A high school diploma and general office experience are required.
- A FINRA Series 99 license is preferred but not mandatory; the successful candidate will be required to pass the Series 99 regulatory exam within their first year of employment.
Knowledge and Skills Required:
- Customer Service: Strong understanding of customer needs, service quality standards, and customer satisfaction evaluation.
- Clerical Skills: Knowledge of administrative procedures, office software (Word, Excel, Outlook), and file management.
- Time Management: Ability to manage time effectively with minimal supervision.
- Judgment and Decision Making: Able to weigh costs and benefits of potential actions and make the most appropriate decisions.
- Professionalism: Maintain a professional demeanor and positive attitude as the first point of contact.
