Hybrid Senior Administrative Assistant

Posted 2 days ago

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About the role

  • Manage the Lead Advisor's calendar and schedule meetings on their behalf.
  • Anticipate the daily needs of the Lead Advisor, such as arranging meals, adjusting meetings, and coordinating travel.
  • Book and coordinate personal and business travel, including lodging.
  • Handle logistics, coordination, agenda, and minutes for monthly meetings. Including ordering meals and requesting agenda items.
  • Monitor and manage the Lead Advisor 's email, sending emails on their behalf as necessary.
  • Schedule and reschedule personal appointments.
  • Coordinate large group one-off meetings and group travel arrangements for client trips and events.
  • Register the Lead Advisor for various conferences (Regional, Annual Meeting).
  • Process expense reports for the Lead Advisor.
  • Fill out incentive and education logs for incentive trips.
  • Track and organize birthday acknowledgements for staff members.
  • Maintain records and facilitate acknowledgements for Financial Representative anniversaries.
  • Handle various projects as assigned.

Requirements

  • 2+ years of administrative assistant or other relevant job experience required
  • Highly organized and detail oriented.
  • Excellent written communication skills.
  • Ability to manage multiple tasks efficiently and prioritize effectively.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Strong interpersonal skills and the ability to work both independently and as part of a team.

Benefits

  • 2 weeks paid time off
  • Professional growth is supported and encouraged within the practice.

Job title

Senior Administrative Assistant

Job type

Experience level

Senior

Salary

$50,000 - $55,000 per year

Degree requirement

Associate's Degree

Location requirements

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