Administrative Assistant

Our client is seeking an organized and detail-oriented Administrative Support Specialist to join a fast-paced, team-oriented environment. This individual will provide administrative support to multiple advisor teams, assisting with confidential correspondence, document management, expense reporting, and time-sensitive client-related tasks.

Key Responsibilities

• Prepare, review, and edit confidential correspondence.
• Scan, manage, and archive documents across multiple systems.
• Prepare travel expense and billing allocation reports.
• Prepare and handle time-sensitive quarterly client tax payments.
• Provide administrative support to multiple advisor teams.
• Assist with miscellaneous administrative projects as needed.

Required Qualifications

• Strong technical skills, including proficiency in Microsoft Word, Excel, and Outlook.
• Ability to work effectively in a fast-paced environment and think clearly under pressure.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• Team-oriented mindset with the ability to collaborate effectively.
• Ability to manage multiple priorities and handle confidential information professionally.