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Wagner Plannning
Operations Support - Administrative Assistant
Career Insights for Office / Administrative Assistant (General)
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Scorecard
Based on Oregon data
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What they do
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.
$49,352 / year median in Oregon
-4% projected decline
Job Description
Operations Support
- Administrative Assistant Wagner Plannning Lake Oswego, OR Job Details Full-time $65,000
- $85,000 a year 20 hours ago Benefits Profit sharing Health savings account Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Retirement plan Qualifications Customer communication Guest relations Filing Executive administrative support Scanning Administrative experience Attention to detail Financial services Productivity software Experience at securities companies Office experience Full Job Description As a member of our Operations Support Team, you will assist with administrative duties, account opening, maintenance, client communication, and client service tasks, additionally, assist with document support.
Required Skills:
12 months Financial Services / Securities Industry experience- Required 12 months Pershing, LLC experience
- Preferred 12 months administrative assistant experience
- Required Comprehensive understanding of Microsoft programs
- Required Must be detail oriented Must be an independent self-starter Must have a high regard for compliance and security procedures
Benefits:
Base benefits include 401(k)/Roth 401(k) with employer match and potential profit sharing, health and dental insurance plan (50% premium paid by employer for employee), paid time off and paid market holidays.Responsibilities:
General Office Duties General Office Maintenance Supply management Mail processing Client Communications Greeting clients and guests Answering phones Answering basic client questions Emailing clients from approved templates Scheduling appointments Assist clients with technology Account Support/ Paperwork Processing New account opening & service work Receipting checks Address updates Client inquiry research Document Support Duties Filing, scanning, renaming documents Assist with marketing submissions Other Assistance Assist with special projects Client meeting preparation Preparation of client reports Applying Candidates must submit a resume and cover letter that outlines in detail administrative assistant and Financial Services/ Securities Industry experience, including which custodians you have worked with and past responsibilities. We provide equal employment opportunities to all applicants without regard to race, color, religion, sex, origin, age, disability, or genetics.Job Type:
Full-time Pay:
$65,000.00- $85,000.
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Professional development assistance Retirement plan Vision insurance Application Question(s):REQUIRED QUESTION
- Which custodian(s) have you worked with in the past?