We are seeking a skilled and detail-oriented Office Secretary to join our asset management firm. The ideal candidate will be proficient in Microsoft Office applications, comfortable with various technological tools, possess excellent communication skills, and exhibit strong critical thinking abilities. This role requires the ability to manage multiple tasks in a fast-paced environment with confidence and efficiency.
Responsibilities may include but not limited to: • Provide administrative support to financial advisors, including drafting and proofreading documents and correspondence. • Manage calendars, schedule appointments, and coordinate meetings, ensuring efficient use of time. • Utilize Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) to create, edit, and format documents and presentations. • Maintain electronic and physical filing systems, ensuring accuracy and organization of documents. • Communicate effectively with clients, colleagues, and external parties, both in person and through written correspondence. • Coordinate document production and distribution. • Handle confidential information with discretion and professionalism.
Qualifications: • High school diploma or equivalent required; associate or bachelor's degree preferred. • Previous experience as a secretary or administrative assistant in an office setting is highly desirable. • Proficiency in Microsoft Office Suite, with advanced skills in Word and Excel. • Strong technical aptitude and ability to quickly learn and adapt to new software and technology platforms. • Exceptional attention to detail and organizational skills. • Excellent written and verbal communication skills, with the ability to convey information clearly and effectively. • Strong critical thinking and problem-solving abilities, with the capacity to anticipate needs and prioritize tasks accordingly. • Ability to work independently and as part of a team in a fast-paced, deadline-driven environment. • Professional demeanor and ability to maintain confidentiality. • Flexibility to handle changing priorities and responsibilities as needed.
Join our dynamic team and contribute to the success of our firm as a valued Secretary. We offer competitive compensation, 401K opportunities, and a supportive work environment. Apply today to embark on a rewarding career in the financial industry!