Find Jobs
Find Jobs Near You – Available Work in Your Location
Administrative Assistant
Choose a Location
This role is available in multiple locations. Pick one to apply.
Career Insights for Office / Administrative Assistant (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Pennsylvania data
Review key factors to help you decide if this role fits your goals. How is this calculated?
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 Gradyville, Pennsylvania Posted in about 23 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:
?
- Competitive salary and performance-based bonuses
- Health, dental, and vision insurance
- Retirement plan with company match
- Professional development opportunities
- Friendly and collaborative work environment