What are the responsibilities and job description for the Administrative Assistant position at USA Financial & Tax Services?
As an Administrative Assistant for USA Financial & Tax Services your job will be multi-faceted. You will be in charge of managing the daily operations of a busy financial services company. You will embody the ethics of our company by upholding the 3 virtues we are built upon: honesty, integrity, and dedication. You will instill these virtues in your work and interactions with our vendors, guests and clients.
Job responsibilities include, but are not limited to:
- Managing the appointment calendar for 3 advisors across multiple offices
- Booking and scheduling necessary meetings, offices
- CRM management, data entry, detailed note taking
- Marketing and event planning
- Vendor management
- Handling client correspondence
- Filing, copying, managing printed materials
- Ordering supplies for the office
- Handling incoming mail
- Appointment setting
- Sharing in collaborative office duties with other team members when necessary
- This is a full-time position
- Hours for this position will typically be Monday-Friday 9am-5pm; with fluctuation during event season
The ideal candidate for this position will possess strong multi-tasking skills along with attention to detail and an organizational focused attitude. The ideal candidate for this position has worked on projects either in school or on the job and understands the concepts of demanding time constraints and deadlines. The ideal candidate speaks fluent English. We prefer a candidate who has 1-2 years of administrative experience in an office setting. We are a team, we aren’t seeking lone wolves. We want someone who will integrate well into the team and is a good fit.
- Outstanding organizational skills
- Ability to follow directions, and know when to apply creative thinking
- Comfortable and skilled with a variety of Microsoft programs, high level computer skills a plus
- Excellent interpersonal skills, adept at both oral and written communication; must be comfortable on phones
- Demonstrates a strong work ethic and is motivated to learn and participate
- Strong social skills
- Adaptability to changing priorities
- Able to operate under time constraints and produce quality work
- Experience in an office setting is a plus
At USA Financial and Tax Services, we care deeply about our clients and our employees and are committed to providing the highest quality experience to our clients through our Full Circle Advisor Approach. We foster a positive work environment through our team mentality - supporting each other for EFG's greater mission that is to serve our clients!
We look forward to working with you!
Job Type: Full-time
Benefits:
- 401(k)
- Paid time off
Schedule:
- 8 hour shift
Application Question(s):
- Are you able to commute daily to the office?
Experience:
- Microsoft Office: 1 year (Preferred)
- Administrative experience: 1 year (Preferred)
Work Location: In person