Administrative Assistant

Administrative Assistant

Our client, a well-established financial services organization, is seeking an Administrative Assistant to provide day-to-day administrative and operational support to a busy, professional team. This is an excellent opportunity for a highly organized, detail-oriented individual who enjoys working in a professional, client-focused environment and managing multiple priorities.

• Provide general administrative support to the team, including scheduling, document preparation, data entry, and correspondence.
• Coordinate meetings, appointments, calendars, and internal communications.
• Prepare, organize, and maintain client and business documentation with a high level of accuracy and confidentiality.
• Assist with processing forms, applications, account documentation, and other financial services-related paperwork.
• Maintain accurate records and ensure documents are complete and properly filed.
• Track deadlines, follow up on outstanding items, and help keep processes moving efficiently.
• Communicate professionally with clients, internal teams, and external partners.
• Assist with data entry and updating information in internal databases and systems.
• Support reporting, spreadsheet management, and other administrative projects as needed.
• Handle sensitive and confidential information with discretion and professionalism.
• Provide additional administrative and operational support to the team as needed.