What are the responsibilities and job description for the Administrative Assistant position at Obsidian Financial Services?
The Ideal candidate will be extremely proficient with MS Excel including formulas, pivot tables and v-look-up. In addition, the candidate should have experience with Adobe PDF or similar system to upload and review signed documents. Experience working in a CPA firm, Legal Firm or Financial Services is preferable.
Summary of Key Responsibilities:
- Proficient using Microsoft Word, Excel, PowerPoint and Adobe
- Assembly of various reports and company materials as directed
- Prepare correspondence, engagement letters, proposals, presentations, and various other reports and mailings
- Advanced word processing, mail merge projects and manual preparation of documents
- Provide support to Audit Department
- Distribution of communications to clients
- Organize, track, and maintain various spreadsheets and files from a variety of sources
- Backup Receptionist as needed; answering phone, routing faxes, coordinating incoming/outgoing mail
- Professional interaction with clients, vendors, and other guests
- Cross-train on a variety of administrative duties in order to provide backup to other members of administrative team
- Scan and electronically file documents
- Assist with bulk projects as needed
- Run campaigns on Indeed Google and Zipcruiterl
Qualifications & Skills:
- 2 years of administrative experience is preferred
- Administrative Assistant/Office Administration role in a professional services environment preferred
- Proven experience using advanced functions within Microsoft Office (Word, Excel, PowerPoint and Outlook) as well as Adobe
- Excellent professional written and verbal communication skills; comfortable communicating with all levels within an organization
- Strong organizational skills; ability to manage multiple priorities and changing deadlines
- Self-starter, deadline driven individual who is technologically savvy with a strong attention to details
- Overtime is required during peak periods
Benefits:
- Competitive Total Compensation Package including base salary, paid overtime and semi-annual bonuses.
- 100% paid Health insurance
- Employer paid Short Term and Long-Term Disability
- Safe Harbor 401K with 3% contribution
- Profit Sharing Plan
- 4 weeks of PTO
- Becker CPA Study package
- Reimbursement for CPA exam
- Reimbursement for Continuing Education Credits
- Monthly Paid Parking
- Casual Dress Attire
HireUp is an Equal Opportunity Employer who works directly with our clients to fill their open positions. There is no cost to job seekers to apply or be considered for a position.
Job Types: Full-time, Part-time
Pay: $12.00 - $15.00 per hour
Benefits:
- Dental insurance
- Health insurance
Schedule:
- 4 hour shift
- 8 hour shift
Supplemental pay types:
- Commission pay
Education:
- High school or equivalent (Preferred)
Experience:
- Mortgage Origination: 3 years (Required)
- Branch Manager: 3 years (Required)
License/Certification:
- NMLS For Loan and Producing Branch Manager (Required)
Work Location: Remote
Salary : $12 - $15