Admin/Clerical - Administrative Assistant
Apex Systems, Spokane, WA, United States
Administrative Assistant
This role serves as the first point of contact for clients and callers, ensuring a welcoming experience. The position involves managing the front desk, providing administrative support to financial advisors, and facilitating effective communication across the organization.
Key Responsibilities
Greet and welcome clients, ensuring a positive first impression.
Answer, screen, and direct incoming phone calls and messages.
Manage scheduling, contact lists, and appointment coordination.
Perform administrative tasks including filing, photocopying, data entry, and document archiving.
Maintain a clean and organized reception area.
Order and manage office supplies and equipment.
Process incoming and outgoing mail and deliveries.
Coordinate travel arrangements and accommodations.
Support meeting room bookings and logistics.
Assist with operational needs and internal communication.
Contribute to marketing efforts including client communication and social media support.
Complete ad-hoc projects and tasks as requested.
Required Qualifications
Excellent verbal and written communication skills.
Strong organizational and multitasking abilities.
Proficiency with Microsoft Office and basic office equipment.
A professional demeanor and a customer-service mindset.
Ability to work both independently and collaboratively.
High level of professionalism, discretion and ethical conduct.
Preferred Qualifications
Prior experience in a financial advisor's practice.
Administrative experience in a professional services environment.
Associate or bachelor's degree in business, accounting or finance.
We are an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. We will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
Apex uses a virtual recruiter as part of the application process. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at leaverequest@apexsystems.com or 804-523-8228.
This role serves as the first point of contact for clients and callers, ensuring a welcoming experience. The position involves managing the front desk, providing administrative support to financial advisors, and facilitating effective communication across the organization.
Key Responsibilities
Greet and welcome clients, ensuring a positive first impression.
Answer, screen, and direct incoming phone calls and messages.
Manage scheduling, contact lists, and appointment coordination.
Perform administrative tasks including filing, photocopying, data entry, and document archiving.
Maintain a clean and organized reception area.
Order and manage office supplies and equipment.
Process incoming and outgoing mail and deliveries.
Coordinate travel arrangements and accommodations.
Support meeting room bookings and logistics.
Assist with operational needs and internal communication.
Contribute to marketing efforts including client communication and social media support.
Complete ad-hoc projects and tasks as requested.
Required Qualifications
Excellent verbal and written communication skills.
Strong organizational and multitasking abilities.
Proficiency with Microsoft Office and basic office equipment.
A professional demeanor and a customer-service mindset.
Ability to work both independently and collaboratively.
High level of professionalism, discretion and ethical conduct.
Preferred Qualifications
Prior experience in a financial advisor's practice.
Administrative experience in a professional services environment.
Associate or bachelor's degree in business, accounting or finance.
We are an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. We will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
Apex uses a virtual recruiter as part of the application process. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at leaverequest@apexsystems.com or 804-523-8228.