Administrative Assistant- Chicago, IL Job in Chicago, Illinois US
Administrative Assistant- Chicago, IL
POSITION: The Administrative Assistant will provide support to a team of financial services professionals in a local office as well as from remote locations. This position will need to work as a team with other administrative staff and management to accomplish goals and maintain workflow. A high level of professionalism, the ability to multi-task, strong customer service skills and software applications proficiency required. RESPONSIBILITIES: · Process mail and incoming correspondence in accordance with compliance and document routing procedures; · Set up and maintain various files, logs and tracking systems in accordance with compliance standards; · Create internal/external correspondence, presentations and spreadsheets as assigned; · Compile client data and research as assigned; · Create correspondence and/or log activities in contact management system (Siebel); ·Ability to interpret financial data and terminology crucial; · May communicate with individual clients to schedule appointments for on-campus visits; · Maintain on-campus visit calendars and coordinate on-campus seminars as assigned; · May communicate with institutional administrators and act as liaison with consultants; ·Make routine travel arrangements and complete expense reports; · Order and maintain office supplies and marketing materials; · Schedule and set-up meetings/conference calls/catering as required; ·Act as liaison for office facilities and maintenance issues; ·Act as liaison for vendors and ensure appropriate coding and payment of office-related invoices. ·Answer phones and route calls as appropriate