Job Overview: Search Solution Group is seeking an
Administrative Assistant on behalf of our client, a full-service financial services company specializing in financial and retirement income planning for individuals and businesses. This role plays a crucial part in supporting daily operations by handling administrative and process-oriented tasks, ensuring smooth workflow, and maintaining high levels of organization and accuracy.
Key Responsibilities: - Perform administrative tasks to support business operations, including data entry, document preparation, and scheduling.
- Manage legal paperwork, ensuring accuracy and compliance with company policies and industry regulations.
- Utilize Microsoft Office Suite (Excel, Outlook) and Google Sheets to organize and track data.
- Maintain records and documentation with keen attention to detail.
- Assist in coordinating meetings, preparing reports, and handling correspondence.
- Support office processes and improve efficiency through task management and organization.
Requirements: Education: - High school diploma or equivalent required; associate's or bachelor's degree preferred.
Experience: - Previous experience in an administrative role, preferably in financial services.
- Strong background in handling detailed, process-oriented tasks.
Skills: - Proficiency in Microsoft Office Suite (Excel, Outlook) and Google Sheets.
- Excellent organizational and multitasking abilities.
- Strong attention to detail and accuracy in document management.
- Effective verbal and written communication skills.
Certifications: - None required, but relevant administrative or financial certifications are a plus.
Knowledge: - Familiarity with legal paperwork in a financial services environment (no specific software required).
- Understanding of general office procedures and best practices.
Key Competencies: - Attention to Detail: Ability to manage and review documents with precision.
- Process-Oriented Mindset: Strong ability to follow and improve administrative workflows.
- Time Management: Capability to prioritize tasks and meet deadlines.
- Communication Skills: Clear and professional verbal and written communication.
- Problem-Solving: Ability to anticipate administrative needs and proactively address challenges.
Additional Information: - Work environment: Office-based role with minimal travel required.
- Reporting structure: Reports to the office manager or senior administrative lead.
How to Apply: To apply for this position, please click the "Apply" button at the top right of your screen. Alternatively, you can email your application to
. Please ensure to include your resume and any other relevant documents that showcase your qualifications and suitability for the role. We appreciate your interest and look forward to reviewing your application.
Company Overview: - Industry: Financial Services
- Location: Toledo, OH
Equal Opportunity Employer Statement: Search Solution Group is an Equal Opportunity Employer committed to fostering an inclusive workplace where diversity is valued and respected. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status in our hiring process or employment practices. We believe that a diverse workforce brings unique perspectives and strengths, driving innovation and growth. All employment decisions are based on qualifications, merit, and business needs. We welcome applicants from all backgrounds to apply and contribute to our team.
Disclaimer: Please note that the job description provided is not exhaustive and is subject to change. Additional duties may be assigned as needed to meet the evolving needs of the organization and to ensure the successful completion of projects and objectives.