Assistente Administrativo responsible for executing financial and administrative routines at Fortbras. Involves managing client and supplier databases and supporting internal customer service.
About the role
- Administrative Assistant supporting Partners and Managers at Sapling Financial Consultants. Managing appointments, travel, expenses, and various administrative tasks in a hybrid work environment.
Responsibilities
- Schedule and confirm appointments and meetings
- Arrange travel schedules and make reservations
- Perform basic bookkeeping tasks (e.g., enter expenses)
- Order and/or pick up office supplies, and research new deals and suppliers
- Deal with time-consuming administrative tasks (e.g., call banks, utilities, etc. to inquire about recent bills, etc.)
- Assist with preparing employee and customer contracts/agreements based on existing company templates
- Assist with preparing customer invoices with details by hour/function, etc.
- Apply for grants (employee, conference, etc.)
- Review team member time trackers
- For conference attendee lists that do not have emails, assist with locating emails.
- For all conferences, assist with reaching out to attendees to attempt to secure meetings
- Prepare food plates and set up and clean up for team meetings
- Arrange contractors (e.g., Bell Canada) and meet with them to gain access to the office
- Greet visitors to our office
- Depending on business need, conduct in-depth market, industry and company research on clients, and develop decks and reports, for business plans, business cases, valuations, financial analyses and related documents
- Depending on business need, proof the writing work product developed by Analysts and Consultants (e.g., whitepapers, prospect email templates, etc.)
- Perform occasional design work to enhance the appearance of client deliverables (e.g., PowerPoint, Word)
Requirements
- Bachelor’s degree preferred, but good work experience can substitute
- Proven experience as an Administrative Assistant, Receptionist or similar role is a nice to have
- Knowledge of office management systems and procedures
- Proficiency in MS Office (MS Excel, MS Word and MS PowerPoint, in particular)
- Excellent time management skills and the ability to prioritize work
- Attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
- Ability to take ownership of responsibilities and see them through to completion
- Ability to work independently and manage time and multiple tasks/deadlines/deliverables at once
- Strong dedication to the team and excellent work ethic
- Desire to contribute to the firm over the long haul, with the understanding that loyalty and hard work will be recognized in both compensation and responsibilities far more quickly than in a large “brand-name” firm.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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