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Job Details
Administrative Assistant
Posted: 09/11/2020
Position: Full Time
About This Job:
Envestnet, we are dedicated to equipping enterprises and advisors with the products and services needed to help clients achieve financial wellness. Our extensive data, best-in-class technology, and wealth management services empower advisors to build goals-based strategies to help ensure better outcomes for clients.
Administrative Assistant duties and responsibilities include providing administrative support to ensure efficient operation of the office. Supports managers and employees through a variety of tasks related to organization and communication. Responsible for confidential and time sensitive material. Familiar with a variety of the field's concepts, practices and procedures. Ability to effectively communicate via phone and email ensuring that all Administrative Assistant duties are completed accurately and delivered with high quality and in a timely manner. May direct and lead the work of others. Rely on experience and judgment to plan and accomplish goals and a wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department.
Roles & Responsibilities:
Responsibilities
Answer and direct phone calls
Organize and schedule appointments
Plan meetings and take detailed minutes
Write and distribute email, correspondence memos, letters, faxes and forms
Assist in the preparation of regularly scheduled reports
Develop and maintain a filing system
Update and maintain office policies and procedures
Order office supplies and research new deals and suppliers
Maintain contact lists
Book travel arrangements
Submit and reconcile expense reports
Provide general support to visitors
Act as the point of contact for internal and external clients
Liaise with executive and senior administrative assistants to handle requests and queries from senior managers
Requirements & Qualifications:
Requirements
Proven experience as an Administrative Assistant, Virtual Assistant or Office Admin Assistant
Knowledge of office management systems and procedures
Working knowledge of office equipment, like printers and fax machines
Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
Excellent time management skills and the ability to prioritize work
Attention to detail and problem solving skills
Excellent written and verbal communication skills
Strong organizational skills with the ability to multi-task
High School degree; additional qualification as an Administrative assistant or Secretary will be a plus
Skills Required:
Administrative Support
Admin Assistant Level 1
Virtual Assistant Level 1
Data Entry Level 1
Office Admin Level 1
Telephone Handling Level 1
Call Center Skills Level 1
General Office Skills Level 1
Data Processing Level 1
Typing Level 1