Administrative Assistant
MAI WEALTH MANAGEMENT, INC.
GENERAL JOB DESCRIPTION
The Administrative Assistant performs a variety of administrative and clerical tasks and duties which include providing support to managers and employees, assisting in daily office needs, and managing general administrative activities in an efficient, accurate, and expedient manner. The individual in this role must be sensitive to our client needs, departmental needs, and have good working relationships when interacting with other teams and departments.
DUTIES AND RESPONSIBILITIES
The Administrative Assistant’s responsibilities fall into two areas of focus:
Clerical Support (25%)
Types and edits memos and letters as needed.
Manages incoming and outgoing mail; USPS, Fed Ex, and UPS deliveries.
Drafts and edits emails and follow-up communications.
Helps prepare meeting materials and general office documents.
Schedules appointments and coordinates meeting arrangements, including conference room bookings.
Client and Office Support (75%)
Acts as the point of contact for internal and external clients.
Screens telephone calls and resolves or refers them as appropriate; maintains contact lists.
Welcomes visitors and identifies the purpose of their visit before directing them to the appropriate department.
Orders and maintains office supply inventory.
Serves as the point of contact with the corporate workplace team for in-office space planning, as needed.
Assists with team projects and events, as needed.
EXPERIENCE/CREDENTIALS
High school diploma or general education degree (GED) required; associate degree in business administration preferred.
Minimum of 2–3 years of administrative assistant, clerical, or sales support experience.
Knowledge of office management systems and procedures.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Adobe PDF; Google Maps/Street View.
Above-average computer literacy, including searching for information online, and a willingness to learn other software products.
COMPETENCIES
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.
Highly organized, detail-oriented, and able to meet deadlines, while still maintaining flexibility to meet firm needs and follow-up as needed.
Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
Maintains absolute confidentiality of all information and safeguards firm data; maintains high ethical standard in all practices.
Ability to handle critical internal relationships, including with the Management team, other departments, and employees of all levels.
Willing to learn new procedures or skills, accept new projects and challenges, and pitch in to help others as needed.
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
FEATURED BENEFITS:
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
Vacancy posted 14 hours ago
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