Groupe Atlantic ยท 1 week ago
Administrative Assistant - Financial Services
Atlantic Group is seeking an organized and detail-oriented professional to join their team as an Administrative Assistant in Montgomery County, PA. The role involves supporting scheduling and administrative needs for key executives, including managing emails, scheduling meetings, and entering information into the CRM database.
Industrial EngineeringMechanical Engineering
Responsibilities
Handle phones, correspondence, word processing of reports and transcriptions
Support client output
Act as an interface for clients and prospects in a professional manner
Schedule interviews/meetings
Manage all travel arrangements
Draft, proof, recording, and track all correspondence
Perform filing and record maintenance (hard copies and electronic)
Manage schedules (provide daily/weekly to do lists)
Screen and vet incoming calls
Qualification
Required
Minimum 2 years of experience in an administrative role
Experience in the financial services industry is required
Bachelor's Degree required
Preferred
Experience with CRM software preferred
Company
Groupe Atlantic
GROUPE ATLANTIC is an international group specialized in creating thermal comfort solutions.
Funding
Current Stage
Late StageRecent News
2025-10-09
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