The Planet Group
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http://www.theplanetgroup.com
http://www.theplanetgroup.com
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Administrative Assistant: Office Assistant - CONFIDENTIAL
108 East Main St , Suite 2 Gloucester, MA 01930 US
Posted: 05/29/2024
2024-05-29
2024-07-12
Employment Type:
Direct Hire/Perm
Job Category: Administrative
Job Number: 618009
Country: United States
Is job remote?: No
Job Description
Office Assistant
Direct Hire
Onsite 5 days a week
Must have:
At least 1+ year in a professional office environment
Looking for a role in a small company
Interest/desire to find a local company that provides long term employment
MS Office - Word and Excel specifically
Nice to have:
Associates or Bachelors Degree
Job Description Summary:
This role is responsible for providing comprehensive administrative support to the advisor, facilitating client interactions, and ensuring operational efficiency through meticulous paperwork management and software utilization.
Key Responsibilities:
-Accurately complete and promptly submit all required forms within one business day.
-Coordinate client meetings, both in-person and via Teams, ensuring optimal scheduling.
-Prepare the advisor for upcoming meetings by organizing necessary materials and information.
-Maintain a meticulous tracking system for pending business paperwork, regularly updating a summary sheet for the advisor's attention and monitoring outstanding work weekly.
-Handle client phone calls efficiently, transferring to the advisor when necessary.
-Proactively address advisor needs to streamline workflow.
-Keep CRM systems updated with current information.
-Execute mail merges for mailings as instructed by the advisor.
-Utilize tools such as financial research and websites effectively.
-Efficiently utilize services to support operations.
-Provide suggestions for systematizing and enhancing office functions to improve overall efficiency.
-Stay informed by regularly reviewing financial news items, technology updates, and email communications, reporting relevant information back to the advisor.
Direct Hire
Onsite 5 days a week
Must have:
At least 1+ year in a professional office environment
Looking for a role in a small company
Interest/desire to find a local company that provides long term employment
MS Office - Word and Excel specifically
Nice to have:
Associates or Bachelors Degree
Job Description Summary:
This role is responsible for providing comprehensive administrative support to the advisor, facilitating client interactions, and ensuring operational efficiency through meticulous paperwork management and software utilization.
Key Responsibilities:
-Accurately complete and promptly submit all required forms within one business day.
-Coordinate client meetings, both in-person and via Teams, ensuring optimal scheduling.
-Prepare the advisor for upcoming meetings by organizing necessary materials and information.
-Maintain a meticulous tracking system for pending business paperwork, regularly updating a summary sheet for the advisor's attention and monitoring outstanding work weekly.
-Handle client phone calls efficiently, transferring to the advisor when necessary.
-Proactively address advisor needs to streamline workflow.
-Keep CRM systems updated with current information.
-Execute mail merges for mailings as instructed by the advisor.
-Utilize tools such as financial research and websites effectively.
-Efficiently utilize services to support operations.
-Provide suggestions for systematizing and enhancing office functions to improve overall efficiency.
-Stay informed by regularly reviewing financial news items, technology updates, and email communications, reporting relevant information back to the advisor.
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