Administrative professional - education
Full-time
Northpointe Staffing Professionals
Individual within this role will support the Executive Wealth Team which helps clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning and investments. The administrative professional in this role will join a fast-paced, team environment.
Duties Provide administrative support to multiple advisor teams including:
Preparation, review and editing of confidential correspondence
Document scanning, management and archiving across multiple systems
Preparation of travel expense and billing allocation reports
Preparation and handling of time-sensitive quarterly client tax payments
Miscellaneous administrative projects as needed
Skills Required
Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communication skills; team focused
Extremely organized and detail-oriented
Vacancy posted 4 days ago
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