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Administrative Assistant

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ClickJobs.io

11d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • People, HR & Administration
    Accounting & Tax
  • Westwood

AI generated summary

  • You need 1-5 years admin experience, strong MS Office and communication skills, attention to detail, data interpretation, and experience with expense reports. High school diploma required.
  • You will manage supplies and calendars, support presentations and onboarding, assist with tech access, handle expense reports and travel, coordinate events, and track time off requests.

Requirements

  • Qualifications
  • 1-5 years of administrative experience in financial services preferred
  • Strong Microsoft Office skills required
  • Excellent written and verbal communication skills required
  • Familiarity with collecting and interpreting data in order to create presentations
  • Strong attention to detail skills required
  • Ability to work both independently and as part of a team
  • Organizational and time management skills required
  • Experience completing expense reports and booking travel preferred
  • Education, Certifications And/or Other Professional Credentials
  • High school diploma or GED required

Responsibilities

  • - Supply Ordering: business signage, office supplies, stationary, technology, etc.
  • - Calendar Management: scheduling and coordinating meetings
  • - Presentation Support / development: creating decks for presentations, including presentations to leadership
  • - Onboarding Support: collaborating with onboarding coordinator and management to ensure a smooth onboarding experience for new colleagues
  • - Tech Support: requesting system and platform access
  • - Expense Reports: assist Divisional Sales Managers (DSMs) and Regional Sales Managers (RSMs) with collecting receipts and submitting expense reports
  • - Travel Support: book travel for DSMs and RSMs as needed
  • - Event Coordination: assist in supporting regional and divisional meetings
  • - Paid Time Off Tracking: record time off requests for Financial Advisors

FAQs

What are the primary responsibilities of the Administrative Assistant role?

The primary responsibilities include supply ordering, calendar management, presentation support and development, onboarding support, tech support, expense report assistance, travel support, event coordination, and paid time off tracking.

What qualifications are preferred for this position?

Preferred qualifications include 1-5 years of administrative experience in financial services, strong Microsoft Office skills, excellent written and verbal communication skills, familiarity with collecting and interpreting data for presentations, strong attention to detail, and experience completing expense reports and booking travel.

What is the required education for this role?

A high school diploma or GED is required for this position.

What are the working hours and schedule for the Administrative Assistant role?

The working hours are 40 hours per week with a Monday to Friday work schedule.

Is there any flexibility in working arrangements?

Yes, there may be flexibility as we support remote work in a hybrid format.

What does the onboarding support entail?

Onboarding support involves collaborating with the onboarding coordinator and management to ensure a smooth onboarding experience for new colleagues.

Will I be responsible for booking travel arrangements?

Yes, you will be responsible for booking travel for Divisional Sales Managers (DSMs) and Regional Sales Managers (RSMs) as needed.

What kind of support will I provide for presentations?

You will provide support by creating presentation decks, including those intended for leadership.

Is there an emphasis on diversity and inclusion at Citizens?

Yes, Citizens values diversity, equity, and inclusion, and is committed to treating everyone with respect and professionalism.

Are there any background check requirements for employment?

Yes, any offer of employment is conditioned upon the candidate successfully passing a background check, which may include various checks such as criminal background and prior employment verification.

ClickJobs.io

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Human Resources
Industry
51-200
Employees
2011
Founded Year

Mission & Purpose

ClickJobs.io is an online job platform that connects employers with job seekers through a streamlined, user-friendly interface. Their ultimate mission is to simplify and enhance the job search and recruitment process, making it easier for candidates to find opportunities and for employers to identify top talent. Their purpose is to provide an efficient and effective recruitment solution, leveraging technology to facilitate meaningful connections and support career advancement and organizational success.