Springline Advisory · 1 day ago
Administrative Assistant
Springline Advisory is an award-winning regional firm that emphasizes personalized service and a vibrant culture. The Administrative Assistant will support the Specialty Services department by ensuring smooth workflow, client communication, and project coordination while providing excellent customer service.
Business DevelopmentConsultingFinance
Responsibilities
Provide administrative support to ensure efficient operation of the department
Responsible for onboarding new clients and inputting new clients and projects into operating systems
Monitoring mail and mail systems to identify and respond to client inquiries
Use computer word processing, spreadsheets and other software tools to produce and distribute correspondence memos, letters, reports, forms and other documents
Preparing and tracking client engagement letters, proofreading, and editing client letters, performing mail merges, ensuring formatting is by firm standards
Create presentations in PowerPoint for various projects and internal purposes
Travel arrangements (booking flights, rental cars, hotels; providing a detailed itinerary with directions to each destination; confirming client/prospect meetings and hearings along with location and times; organizing receipts, processing and invoicing expenses to the client)
Maintain partner calendars (proactively assisting in meeting preparation both internally and externally, assisting in keeping on schedule)
Order catering and scheduling team events
Assist with accounts receivable issues and prepare/compile supporting documentation
Organize and facilitate weekly or monthly meetings within the department
Proactive in identifying opportunities to support the department
Qualification
Required
Associate of Arts degree in secretarial science or related field from an accredited college or business school and two years of administrative/secretarial experience; or graduation from high school or GED and four years of clerical/secretarial experience
Ability to travel 12-15 times per month to Montgomery and Warren counties
Proficient in Microsoft applications including Word, Excel, Outlook and PowerPoint; knowledge of operation of standard office equipment
Mastery of spelling and grammar
Integrity and the ability to maintain a high level of confidentiality
Ability to proactively anticipate needs
Eager to learn
Strong self-starter who is comfortable working both independently and as a member of a team
Ability to prioritize and work effectively with a high volume of workload and meet deadlines
Communication skills - clear, concise writing and verbal skills
Organization skills; attention to detail and accuracy; flexibility; strong analytical skills
Excel at working autonomously and juggling multiple priorities
Strong customer service orientation and professional appearance
Must be able to interact and communicate with individuals at all levels in the firm and a variety of personalities in a professional manner
Preferred
Experience supporting multiple department heads
Benefits
Flexible Work Environment: This opportunity is hybrid. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
Company
Springline Advisory
Springline Advisory is a financial and business advisory firm that provides financial consulting and advice services.
H1B Sponsorship
Springline Advisory has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Late StageRecent News
Company data provided by crunchbase