Administrative Assistant-Direct Hire-Beachwood, OH (Financial Ba

A very well established wealth management firm has partnered with KellyDirect to assist them in identifying an Administrative Assistant. This is not your typical Administrative role. They are looking for someone with a finance background.
ADMINISTRATIVE ASSISTANT
Hours: 8:00 a.m. '5:30 p.m.
Salary Range = Low to Mid 30's (plus overtime)Qualifications:
'Two+ years of full-time administrative or executive support experience in a professional environment
'Client servicing experience required.
'Preferred: College degree, financial industry experienceResponsibilities:
Work as a member of a team consisting of approximately four Financial Advisors, two to three Private Client Associates and one Administrative Assistant. Responsibilities include:
'Answering phones
'Writing and editing correspondence
'Running account reports
'Expense reports
'Scheduling meetings/appointments
'Creating and updating spreadsheets
'Calendar maintenance for all advisors
'Preparing presentations
'Travel arrangements
'Set up conference room for meetings
'Database input and maintenance
'General administrative support functions: filing, faxing, copying, etc.
Additional Office Responsibilities:
'Reception Coverage
oWork with other Administrative Assistants to ensure constant coverage
oPhones
oParking validation
oGreeting guests
oDistributing mail
'Ordering and supplies for the office
'Receiving deliveries and stocking items as neededSkills:
'Should be proficient in Microsoft Word and Excel. PowerPoint, Adobe Acrobat and Outlook experience is helpful.'Professionalism and good interpersonal skills are essential.'Must be able to work effectively under pressure and meet deadlines.'Excellent organization and prioritization skills are required, as well as the ability to manage multiple projects simultaneously.'Must have strong written and verbal communication skills.'Must be bright, energetic, detail-oriented, flexible and work well in a professional environment with a variety of personalities.'Client servicing attitude is a must.
'Requires pro-active approach to keeping team organized.
'Must have the ability to wear many hats both within administrative assistant job and within the office.
'Flexibility to work additional overtime when workload demands is preferred.If this sounds like an exciting opportunity for you, please press the 'apply now' button to immediately submit your resume for consideration. Or email