Expected duration: less than 1 week We are seeking an Administrative Professional to join our Financial Investigations team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the Financial Investigations team, whose responsibilities extend beyond those of traditional Administrative Assistant. This person will be supporting multiple members of our executive team. The ideal person for this role will need to not only have a strong grasp of administrative tasks, but also be flexible and a strategic thinker able to take on a variety of tasks.
Job Responsibilities:
Work closely and effectively with executives and team to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Schedule/organize meetings/conference attendance with both internal and external clients. Monitor, prioritize, organize, and facilitate daily workflow in order to meet project deadlines. This includes all administrative tasks including scheduling executives’ meetings, calendar management, making business meal reservations, etc. Establish and maintain rapport with staff, clients, and others. Provide general office support such as reception, support during meetings, answering calls, taking messages, ordering supplies, shipping packages, document/scanning production requests, etc. Word processing using firm branding to format/edit letters, reports, invoices, and correspondence from draft to client-ready stage. This includes, but is not limited to, drafting, editing, or proofreading materials, recommending changes, and acting as a liaison role working with corporate business development staff to execute projects in a timely manner. Assist in tracking and recording executives professional credentialing activities i.e. Continuing professional education tracking for CPAs, professional memberships, etc. Prepare, submit and maintain time records and expense reports as needed. Data entry-set up, maintain, and ensure that files are kept current including classifying, arranging, filing, and storing information. Arranging/coordinating travel plans, preparing itineraries, plan events and agendas for leadership team.
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