Innovations PSI ยท 4 days ago
Temporary Administrative Assistant
Innovations PSI is seeking a highly organized Administrative Assistant to support their Wealth Management team. The role involves managing day-to-day operations, ensuring excellent client service, and providing administrative support.
Human ResourcesProfessional ServicesRecruitingStaffing Agency
Responsibilities
Managing travel & expenses, including travel arrangements and processing expenses for team members
Handling all incoming and outgoing mail, including checks, stock certificates, tax documents, and scanning
Organizing and supporting internal and external events, including recruiting activities, team gatherings, and client events
Delivering day-to-day administrative support such as managing calendars, scheduling meetings, and answering phones
Assisting the Wealth Management team with client service and operational tasks, ensuring a high level of professionalism and service quality
Managing conference room bookings, ordering catering, printing materials, coordinating interview schedules, liaising with building management, and greeting visitors
Qualification
Required
Proficiency in Microsoft Word, Excel Powerpoint, and Outlook
Minimum of 2 years of experience in a professional corporate environment
Strong written and verbal communication skills
Team-oriented mindset with polished, professional communication
Strong critical thinking, sound judgement, and a commitment to integrity and transparency
Ability to multitask effectively in a fast-paced environment
Preferred
Bachelor's degree preferred but not required
New graduates interested in financial services are encouraged to apply
Company
Innovations PSI
Innovations is a leading West Coast Recruiting firm.
Funding
Current Stage
Early StageRecent News
2022-06-12
2022-04-01
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