Posted in

Administrative Assistant Senior

Administrative Assistant Senior

CompanyStifel
LocationPhoenix, AZ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology.
  • Proficiency with Microsoft PowerPoint and Excel software
  • Excellent communication and problem-solving skills
  • Strong organizational and time management skills
  • High level of attention to detail and accuracy
  • High level of professionalism and confidentiality
  • Minimum Required: High school diploma or equivalent work related experience
  • Minimum Required: 5+ years of administrative experience
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Responsibilities

  • Assist the senior level leadership by maintaining calendars, scheduling appointments and meetings, and conference calls as needed; prepare agendas and make arrangements for meetings (room reservations, catering, etc.)
  • Assist the senior level leadership and department with special projects and initiatives.
  • Input client information into Customer Relationship Management (CRM) database and manages updates for group.
  • Make travel arrangements via online system in accordance with Firm and department policy for the senior level leadership and department as appropriate.
  • Process all expenses by creating reports via Corporate Accounting electronic expense system in accordance with Firm and department policy for the senior level leadership and department as appropriate.
  • Attend conferences to assist with coordination of events, meetings, etc., as necessary.
  • General office support to include: distribution of mail, office supplies, and invoices.
  • Operate and maintain office equipment such as fax machines and copiers and may troubleshoot issues when appropriate.
  • Greet visitors and callers and direct them to appropriate individual/group, handle/respond to inquiries, take messages, and transfer/direct to appropriate party for assistance, research questions; resolve problems.
  • Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner.
  • Handle highly confidential information involving client information, deals, etc. with utmost discretion.
  • May assist the department in setting up local equipment and access for new hires, and coordinates efforts between various departments involved in the new hire process at a designated location to ensure the on-boarding process is completed properly.
  • May serve as liaison with building management for general site related issues that may include general office maintenance, emergency procedures, fire drills, repairs, office moves and vendor visits.
  • Organize and coordinate client entertainment functions/events as needed.
  • Maintain adequate level of office supplies.

Preferred Qualifications

    No preferred qualifications provided.