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Commerce Trust · 15 hours ago

Administrative Assistant - Commerce Trust

Kansas City, MO

Full-time

Onsite

Mid Level

$21.40/hr - $24.50/hr

3+ years exp

Commerce Trust is a leading provider of wealth management services dedicated to helping individuals and businesses achieve financial success. The Administrative Assistant role involves providing general administrative support to supervisory and middle management, ensuring efficient operations and communication within the team.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

Responsibilities

Prepare pre-call agendas for meetings including presentations and compilation of necessary information

Provide general administrative support to one or more individuals at supervisory to middle level management

Compile basic information for inclusion in reports or presentation materials such as preparing charts, graphs, tables, etc

Create, maintain and edit documents, spreadsheets, files, and presentations

Prepare routine correspondence

Schedule appointments, screen phone calls, take messages & make travel arrangements

Ensure regular communication and interaction with customers and team members

Manage and maintain accounts and internal databases containing confidential information

Coordinate activities and complete special projects

Perform administrative duties, including; greeting guests entering the office, coordinating meetings and events, championing technology needs and repairs for conference rooms, handling daily mail and shipping needs, maintaining office and cafeteria supplies coordinating with facilities manager

Upload and categorize documents into the electronic filing system

Perform other duties as assigned

Qualification

Microsoft WordMicrosoft ExcelMicrosoft OutlookCustomer service skillsOffice management knowledgeAttention to detailProblem-solving skillsInterpersonal communicationOrganizational skillsTeam player

Required

High School Diploma or equivalent combination of education and experience required

3+ years related experience in an office environment required

Intermediate knowledge of standard office management equipment, systems and procedures

Strong customer service and orientation skills with problem assessment and problem-solving skills

Exercise independent judgment and take action under supervision

Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Intermediate level proficiency with Microsoft Word, Excel and Outlook