What are the responsibilities and job description for the Administrative Assistant position at LeBlanc Financial Alliance?
LeBlanc Financial Alliance is seeking an organized and efficient Administrative Assistant to support the CEO & COO. The Administrative Assistant will be responsible for managing daily administrative tasks, maintaining organized records, and providing top-notch client service. This position requires excellent organizational skills, attention to detail, and the ability to handle multiple tasks efficiently.
Responsibilities:
- Provide comprehensive administrative support to the CEO & COO
- Manage the firm calendar and schedule all internal and external meetings
- Coordinate all firm travel arrangements
- Answer and route incoming phone calls to the appropriate staff members
- Manage firm Customer Relationship Management (CRM) system
- Welcome and assist office visitors
- Collect and distribute incoming mail
- Perform general office tasks including data entry, copying, scanning, and filing
- Prepare for internal and external meetings, including setup
- Keep detailed minutes and notes of meetings
- Serve as the liaison to our third-party IT company
- Draft and edit memos, emails, and other correspondence
- Create basic Excel spreadsheets
- Maintain the professional appearance of the office
- Monitor and replenish office supplies as needed
- Assist with special projects as required
- Perform other necessary and appropriate duties as assigned
Job Requirements:
- High school diploma or equivalent; associate's or bachelor's degree preferred
- 2 years of experience experience as an administrative assistant or in a similar role
- Excellent organizational and multitasking skills
- Proficiency in MS Office Suite
- Strong communication and interpersonal skills
- Attention to detail and problem-solving abilities
Benefits:
- Medical, Dental, Vision, and LTC insurance
- 401(k) Match
- PTO, Holiday, and Sick pay
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