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Administrative Assistant
Career Insights for Office / Administrative Assistant (General)
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Scorecard
Based on Pennsylvania 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.
$44,772 / year median in Pennsylvania
-20% projected decline
Job Description
Administrative Assistant at Common Cents Planning Administrative Assistant at Common Cents Planning in Glen Mills, Pennsylvania Posted in about 13 hours ago.
Type:
full-time
Job Summary:
We are seeking a highly organized and detail-oriented Administrative Assistant to support our financial advisor team and help maintain an efficient, client-focused office environment. This role involves daily interaction with clients, managing administrative operations, processing financial paperwork, and assisting with account servicing activities.
Key Responsibilities:
- Answer incoming phone calls and assist clients with routine requests and follow-up tasks
- Schedule client appointments, send reminders, and coordinate follow-ups
- Manage incoming and outgoing mail, including scanning, organizing, and processing documentation
- Deposit checks and maintain accurate records and logs
- Process client account transactions, including EFTs, wire transfers, Roth conversions, and other account requests
- Prepare, complete, submit, and properly save required paperwork and forms
- Assist with opening new client accounts and monitor paperwork through completion
- Prepare forms and documents for advisors and clients as needed
- Maintain and update client information within company systems
- Prepare conference rooms for client meetings
- Welcome clients to the office and provide a professional, hospitable experience
Required Skills and Experience:
- Bachelor's degree
- Excellent attention to detail and organizational skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Ability to prioritize and handle time-sensitive tasks accurately
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to work in a fast-paced environment
- Strong customer service and phone communication skills
Benefits:
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- Competitive salary and performance-based bonuses
- Health, dental, and vision insurance
- Retirement plan with company match
- Professional development opportunities
- Friendly and collaborative work environment