What are the responsibilities and job description for the Administrative Assistant position at Creative Finance, Inc.?
Position Summary:
The position is responsible for performing a variety of tasks to support Creative Finance Inc.. This includes but is not limited to, accepting payments, answering phones, scheduling appointments, developing and maintaining a filing system, receiving and processing mail, as well as pulling files as requested by the legal division.
Position Duties / Essential Job Functions:
- Review, analyze and process documents
- Developing, maintaining, and completing daily filing through various tools including but not limited to email, scanning, and printed documents
- Sort, receive, and distribute mail
- Provide exceptional guest service by processing payments, answering phone calls, and supporting various guest requests.
- Pulling requested legal documents.
- Project work as determined by business needs.
- Data input into various business systems, which includes but is not limited to Microsoft Word, Excel, PowerPoint, and Outlook.
- Respond to team requests via Microsoft Teams and Outlook.
- Maintain a clean and safe work environment
- Other duties as assigned.
Qualifications:
- High school diploma required
- Prior guest experience required – minimum of three years
- Intermediate MS Office Suite knowledge; computer software and internet proficiency
- Valid Wisconsin driver’s license and clean driving record eligibility to be insured.
Personal Attributes Required:
- Excellent verbal and written communication and strong presentation skills
- Team oriented, adaptable, coachable, dependable with a strong work ethic.
- Establish and meet hourly, daily, weekly, monthly, annual goals.
- Extremely well organized and have good time management skills.
- Maintain a high proficiency level of self-motivation.
- Driven to drive customer success and maintain company standards and protocols.
- Ability to communicate in a professional & courteous manner to customers or employees at all levels.