Provides high level of administrative support to the CEO, COO and other managers and staff. Ensures efficient day-to-day operation of department.
Responsibilities
Greets and directs guests and visitors
Handles incoming mail, phone calls, inquiries and requests both internal and external and takes appropriate action
Utilizes office equipment including fax machines, copiers, scanners, etc.
Books and organizes meetings, conferences and travel arrangements.
Organizes and analyzes information
Prepares correspondence, written reports and other documents as needed; proofreads and corrects documents
Maintains efficient office procedures and a system for keeping track of requested actions and reports
Schedules appointments, meetings and other important department/supervisor events; reviews schedule daily and proactively handles upcoming deadlines
Assists new recruits coming to SA Stone with their transition process, including hosting home office visits and orientation, scheduling training, monitoring securities registrations and insurance appointments.
Maintains confidentiality of documents and information received
Maintains prompt and regular attendance.
This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.
Qualifications
Associate’s or Bachelor’s degree is preferred; or equivalent combination of education and work experience
Strong written and oral communication skills
Strong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc.
Excellent organizational and time management skills
Intermediate to advanced computer skills including Microsoft Office
Experience in financial services industry a plus
Must be authorized to work in the US for any employer