Retirement Administrative Assistant role at Cetera Financial Group supporting the Cetera TPA team in Dallas or Des Moines. Duties include clerical support, report preparation, and customer service.
About the role
- Administrative Assistant providing a wide range of administrative and clerical duties for the Management Team. Requires excellent communication and organization skills, supporting daily management operations.
Responsibilities
- The Administrative Assistant performs a wide range of administrative, clerical, and accounting duties in an accurate, efficient, and professional manner.
- Support the efforts of the Management Team and will require excellent communication and interpersonal skills for interacting with management, employees, and guests.
- Provide administrative support to the company to include planning, organizing, and coordinating the front desk/reception area.
- Additional duties include purchasing office supplies and promotional material, maintaining records, managing mail and correspondence, and generating reports.
- Demonstrate proficiency in oral and written communication and interpersonal skills.
- Greet and screen incoming visitors in a professional and courteous manner and promptly notify the appropriate person of their arrival.
- Answer incoming phone calls, take accurate messages, and screen, and direct telephone calls for management in a professional manner.
- Coordinate meetings and organize catering, including scheduling conference rooms and appointments as required.
- Coordinate all incoming and outgoing mail for the facility daily.
- Order, receive, stock, and distribute office supplies every other week or as needed.
- Maintain files in an organized and accessible manner to include updating information, purge files on a regular basis and create new filing systems as needed.
- Assist the accounting department with data entry into accounting software. Perform job-related reporting requirements per contracts and corporate policies and practices.
- Promote, execute, and adhere to the company’s safety program. Work in a safe, responsible manner to not intentionally or unintentionally injure oneself or endanger the well-being of others.
- Support safety meetings, training sessions, and inspections.
Requirements
- High School Diploma or GED required
- Associate degree (preferred)
- Two years of administrative experience supporting the front desk, accounting, and operational resource tasks required
- Effective verbal, written, and interpersonal communication skills required
- High level of proficiency with Microsoft Office is required.
- High level of detail-orientation, effective time management, and organizational skills are necessary
- Must be flexible and able to adapt to different work tasks
- Requires effective relationship management skills with co-workers in a team environment and with customers and suppliers.
- Requires effective time management skills, personal conduct, and change management abilities
- Must be able to successfully complete and pass a pre-employment, post-offer background check and drug test.
Benefits
- For a general description of benefits, please visit: https://www.sktcorp.com/career-center
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