Administrative Assistant Jobs

Company Overview

The Rohlik Financial Group is seeking an Administrative Assistant. The team at RFG is very close-knit with a professional/casual work environment and strong work ethic. This role will be primarily in-person with the ability to have one day a week of work from home after demonstration of results. The Administrative Assistant role plays an integral role in the daily operations of our business.

*AdvisorNet Financial, Inc. assists in recruiting for Affiliate Financial Advisors.

Key Administrative Assistant Job Responsibilities:

• Provides information by answering questions and requests.
• Provides administrative support to ensure efficient operation of the office.
• Carries out administrative duties such as filing, typing, copying, binding, scanning, etc.
• Complete and process client paperwork as necessary.
• Answers phone calls, schedules and confirms meetings, and supports visitors.
• Maintains supplies inventory by checking stock to determine inventory level, anticipating needed supplies, and placing and expediting orders for supplies.
• Organizes client meeting packets and deliverables.
• Makes arrangements for external meetings with clients and vendors such as restaurant or conference room reservations.
• Contributes to team effort by accomplishing related duties as needed.
• Back up other roles as able and required.
• Completes operational requirements by scheduling and assigning tasks and managing to ensure completion in a timely manner.
• Exhibits polite and professional communication via phone, e-mail, mail, and text.
• Ensures operation of equipment by completing preventive maintenance requirements, calling for repairs, maintaining equipment inventories, and evaluating new equipment and techniques.

Key Administrative Assistant Skills and Qualifications:

• Organization
• Organization
• Strong Communication
• Managing Processes
• Self Starter
• Administrative Writing Skills
• Problem-Solving
• Professionalism
• Microsoft Office Suite Skills
• Inventory Control
• Analyzing Information

Education and Experience Requirements

• Knowledge of appropriate software including: Microsoft Word, Excel, Outlook, Microsoft PowerPoint, and Adobe Acrobat
• At least 2 years of administrative assistant or relevant experience
• Knowledge of Redtail, AdviceWorks, Albridge, Docupace, Morningstar, Envestnet, My Rep Chat is a bonus.
• High school diploma or equivalent education

Disclaimer: This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Responsibilities, tasks, and duties of the jobholder might differ from those outlined in the job description and other duties, as assigned, might be required.