Administrative Assistant - Financial Services jobs in United States
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This job has closed.
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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

CRM softwareFinancial services experienceAdministrative experienceBachelor's DegreeInterpersonal skills

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

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GROUPE ATLANTIC is an international group specialized in creating thermal comfort solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Philippe Backouche
CIO
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Tamar Godoladze
HR Business Partner
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Company data provided by crunchbase