Juno Search Partners Montgomery County , PA 17356
Posted 4 weeks ago
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.
University Of Mount Saint Vincent
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