A financial services company in Florida is looking to add a new Administrative Assistant for a promising opportunity with their growing team in Miami.
Responsibilities:
- Add, update, and remove contacts, request territory changes, and manage branch movements
- Create and update guides to ensure the team has accurate and up-to-date information for clients
- Submit reallocations and assist other regions, ensuring future trades are correctly allocated
- Organize and coordinate events and conferences, including ordering and shipping materials such as literature, banners, and trinkets
- Create and follow up on PM requests, ensuring all agendas are submitted and meetings are recorded
- Organize orientation and training for new hires, including system access, equipment setup, and training schedules
- Reduce bounced-back emails by researching and updating system information
- Assist with reviewing and managing expenses in Workday
- Compile Due Diligence lists and work with firms to obtain proper approvals
- Perform other duties, as needed
Qualifications:
- Experience with CRM, invoicing, compliance tasks, relocation of trades
- Proficiency in Microsoft Dynamics and Workday
- Experience in Event Coordination and Project Management
- Excellent communication and interpersonal abilities
- Attention to detail and problem-solving skills
- Organizational and multitasking skills
Desired Skills:
- Bachelor Degree
- Bilingual (English and Spanish)