Administrative Assistant

Seeking a highly organized and detail-oriented Administrative Assistant to provide office and marketing support to a financial services firm. The ideal candidate will possess strong communication skills, excellent time management abilities, and have an understanding of the financial services industry. This role is pivotal in ensuring the smooth operation of our office, enhancing client satisfaction, and contributing to the overall success of the organization.

Responsibilities:Maintain CRM, including entering and updating client information and appointments.Organize and maintain client files, ensuring accuracy and confidentiality.Prepare and process necessary paperwork for client accounts and transactions.Coordinate and schedule appointments, meetings, and conferences for the team.Manage and update calendars to optimize time efficiency.Maintain accurate records of financial transactions and client interactions.Oversee general office tasks, such as ordering supplies, managing mail, and maintaining a clean and organized workspace.Assist with other administrative duties to support the overall functioning of the office.

QualificationsProficiency in Microsoft Office suiteAbility to manage multiple, ongoing projects and work efficiently with a high degree of accuracyExperience with CRM programsExcellent communication skills, both verbal and writtenHigh level of confidentiality requiredAbility to learn quickly and adapt to change2+ years of experience in an administrative role in the financial services industry

Ascendo is a certified minority owned staffing firm, we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, retaliation, parental status, military service or any non-merit factor.