Administrative Assistant
3.
8 Germantown, WI Germantown, WI Full-time Full-time $42,000 - $45,000 a year $42,000 - $45,000 a year Summary The Administrative Assistant supports the team at Gateway Associates by completing organizational and customer service related tasks that keep the practice running.
They coordinate communication between clients and all department as well as assist in prioritizing workflows for the team's Lead Advisor(s).
Hours:
M/Tu 8:
45 am - 5:
30 pm, W 8:
45 am - 5:
00 pm, Tr 8:
45 am - 4:
00 pm, F 8:
45 am - 1:
00 pm Compensation:
- $42,000 - $45,000/year depending upon experience 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year Simple IRA plan with employer match Health insurance plan premium reimbursement Job Description
Responsibilities:
Administrative Assistant has the following responsibilities and duties:
Greet all guests upon entrance to office and direct them as needed Answer phone calls and direct as needed Perform office opening and closing tasks Maintain office upkeep and appearance between cleanings Maintain inventory of office and hospitality supplies, including ordering Complete seasonal office decorating Manage email correspondence and calendar for Financial Representative(s) Prioritize task management for Financial Representative(s) Take notes in weekly team meetings Execute and track Surprise & Delight actions, e.
g.
condolence/sympathy gifts, recovery gifts, anniversary gifts, etc.
as recommended by FR's or Client Experience Manager Send client correspondences such as birthday cards and get-well cards Send thank you gifts for client introductions Track S&D spending including all gift and event related expenses Work as part of marketing and event committee to routinely meet and plan marketing and events Upload and manage social media posts through Hearsay system Prep folders for in person meetings Complete other miscellaneous tasks as assigned by Financial Representatives and/or Operations Manager Requirements:
Administrative Assistant should have the following skills, education, and
Experience:
1-3 years of administrative experience preferred Excellent verbal and written communication skills Strong organizational skills and ability to multitask Problem-solving and decision-making skills Ability to act as gatekeeper and escalate relevant information to team as needed Skilled in the use of standard office equipment (e.
g.
, copiers, business telephone systems, fax machines).
Ability to work effectively with minimal supervision Strong interpersonal skills Ability to treat confidential information with appropriate discretion Exceptional attention to detail Familiarity with Microsoft Office Suite Time management and ability to meet deadlines As part of Gateway Associates' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process.
In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Responsibilities:
Administrative Assistant has the following responsibilities and duties:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
8 Germantown, WI Germantown, WI Full-time Full-time $42,000 - $45,000 a year $42,000 - $45,000 a year Summary The Administrative Assistant supports the team at Gateway Associates by completing organizational and customer service related tasks that keep the practice running.
They coordinate communication between clients and all department as well as assist in prioritizing workflows for the team's Lead Advisor(s).
Hours:
M/Tu 8:
45 am - 5:
30 pm, W 8:
45 am - 5:
00 pm, Tr 8:
45 am - 4:
00 pm, F 8:
45 am - 1:
00 pm Compensation:
- $42,000 - $45,000/year depending upon experience 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year Simple IRA plan with employer match Health insurance plan premium reimbursement Job Description
Responsibilities:
Administrative Assistant has the following responsibilities and duties:
Greet all guests upon entrance to office and direct them as needed Answer phone calls and direct as needed Perform office opening and closing tasks Maintain office upkeep and appearance between cleanings Maintain inventory of office and hospitality supplies, including ordering Complete seasonal office decorating Manage email correspondence and calendar for Financial Representative(s) Prioritize task management for Financial Representative(s) Take notes in weekly team meetings Execute and track Surprise & Delight actions, e.
g.
condolence/sympathy gifts, recovery gifts, anniversary gifts, etc.
as recommended by FR's or Client Experience Manager Send client correspondences such as birthday cards and get-well cards Send thank you gifts for client introductions Track S&D spending including all gift and event related expenses Work as part of marketing and event committee to routinely meet and plan marketing and events Upload and manage social media posts through Hearsay system Prep folders for in person meetings Complete other miscellaneous tasks as assigned by Financial Representatives and/or Operations Manager Requirements:
Administrative Assistant should have the following skills, education, and
Experience:
1-3 years of administrative experience preferred Excellent verbal and written communication skills Strong organizational skills and ability to multitask Problem-solving and decision-making skills Ability to act as gatekeeper and escalate relevant information to team as needed Skilled in the use of standard office equipment (e.
g.
, copiers, business telephone systems, fax machines).
Ability to work effectively with minimal supervision Strong interpersonal skills Ability to treat confidential information with appropriate discretion Exceptional attention to detail Familiarity with Microsoft Office Suite Time management and ability to meet deadlines As part of Gateway Associates' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process.
In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Responsibilities:
Administrative Assistant has the following responsibilities and duties:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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