An Office or Administrative Assistant performs administrative work in an office. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails, routes mail and maintains calendars and schedules.
Financial Services Administrative Assistant Raymond James - 3.8 Upland, CA Job Details Full-time From $20 an hour 1 hour ago Benefits Paid holidays Health insurance Paid time off Qualifications Phone communication Customer service Word processing Assistance experience within finance industry Executive administrative support Microsoft Office Administrative experience Math Project management Attention to detail Organizational skills Managing projects Financial services Clerical experience Productivity software Technical Proficiency Full Job Description Financial Services Administrative Assistant We are seeking a personable and detail-oriented Administrative Assistant to provide a wide variety of clerical and staff support services to management under limited supervision. With Raymond James, you will follow established procedures to perform standard tasks and resolve most questions and problems. You will also maintain routine contact with internal and external customers to obtain, clarify or provide facts and information as you project a professional image.
Additional tasks include:
Providing office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries Scheduling and coordinating meetings, events, interviews and appointments Preparing reports by performing basic information gathering and analysis as directed Establishing, maintaining and updating files, databases, records and/or other documents Job Responsibilities With Raymond James, you will coordinate and perform a range of staff and operational support activities. You will also serve as a liaison with other functional areas, external customers and vendors to help resolve routine administrative and operational problems. Additional responsibilities of the Administrative Assistant include: Transcribing and preparing correspondence, agendas and documents Staying up-to-date with modern office management methods and techniques Operating standard office equipment and using required software applications Sorting, screening and distributing mail Performing other duties and responsibilities as assigned Job Requirements You must possess a professional and service-oriented demeanor with pleasant and business-appropriate phone manners. Our ideal Administrative Assistant works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with external and internal business contacts. You must have excellent verbal communication and organizational skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions. Additional requirements for the Administrative Assistant include: Minimum 3 years administrative experience Minimum 3 years technical operations experience in a financial services environment, including some project management experience Proficiency with Microsoft Office Suite to produce professional documents Mathematical abilities to gather data involved in preparing reports Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines Ability to closely monitor details and ensure that reports, correspondence and databases are accurate Benefits At Raymond James, we understand that our employees work hard, so we offer an outstanding benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It's a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are on a first-name basis with one another and enjoy company events together. Senior management is uniquely accessible, and you'll benefit from a supportive family atmosphere where time and resources are dedicated to your personal growth. We offer paid vacation, sick days, and holiday paid time off.
