Administrative Assistant - Monotelo Advisors

Benefits:

401(k)

401(k) matching

Bonus based on performance

Paid time off

Benefits/Perks

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Administrative assistant responsibilities:

Answer and direct phone calls : Provide polite and professional communication : Greet and assist visitors to the office

Organize and schedule appointments and meetings

Maintain contact lists

Produce and distribute correspondence memos, letters, faxes, and forms

Assist in the preparation of regularly scheduled reports

Develop and maintain a filing system

Provide general support to visitors

Provide information by answering questions and requests

Take dictation

Generate reports

Handle multiple projects

Develop administrative staff by providing information, educational opportunities, and experiential growth opportunities

Ensure operation of equipment by completing preventive maintenance requirements, calling for repairs, maintaining equipment inventories, evaluating new equipment and techniques

Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional societies

Contribute to team effort by accomplishing related results as needed

Carry out administrative duties such as filing, typing, copying, binding, scanning, etc.

Write letters and emails on behalf of other office staff

Cover the reception desk

Maintain computer and manual filing systems

Handle sensitive information in a confidential manner

Take accurate minutes of meetings

Coordinate office procedures

Reply to email, telephone, or face-to-face inquiries

Develop and update administrative systems to make them more efficient

Resolve administrative problems

Manage staff appointments

Photocopy and print out documents on behalf of other colleagues

Conduct data entry - Sales Tax, Payroll, Bookkeeping, Tax Returns

Administrative assistant qualifications:

Proven admin or assistant experience

Knowledge of office management systems and procedures

Excellent time management skills and ability to multitask and prioritize work

Attention to detail and problem-solving skills

Excellent written and verbal communication skills

Strong organizational and planning skills

Proficient in MS Office

At least 3 years of experience in the field or in a related area

High school diploma or equivalent; college degree preferred

Administrative assistant skills & proficiencies:

Reporting Skills

Administrative Writing Skills

Proficiency in Microsoft Office

Analysis

Professionalism

Problem-Solving

Verbal Communication

Office Administration Procedures

Typing

Attention to Detail

Accuracy

Multitask

Telephone Skills

Teamwork

Discretion and Judgment

Patience

Resourcefulness

Anticipates Needs

Emotional Intelligence

Flexibility

Editing and Proofreading

Microsoft Office Skills

Typing Skills