Assistant

Our client, in the financial services space in the Conshohocken area, is seeking an Assistant to join their team.

This role is onsite five days a week.

Duties include, but are not limited to:

• Handle phone calls with clients, correspondence, word processing of reports and transcriptions

• Act as an interface for clients and prospects in a professional manner

• Scheduling for internal and external meetings

• Coordinate travel arrangements

• Drafting/proofing/recording/tracking/PDFing all correspondence

• Filing/record maintenance (hard copies & electronic)

• Manage schedules (provide daily/weekly to do lists)

• Screen/vet incoming calls

• Provide technical support and set up Zoom meetings

Qualifications:

• Strong MS Office Suite experience

• Familiarity with a CRM is preferred

• Corporate office setting experience

• Experience with calendar management and communicating with clients is preferred

Juno is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It's expected that all employees are aware of this policy and that they create an environment that's sensitive and respectful to all individuals.