Administrative Assistant

Company: Advisor Group
Location: Boca Raton
Posted on: May 12, 2022

Job Description:

Administrative Assistant - Ladenburg Thalmann & Co. Inc. Location: 7763 W. Glades Rd, Boca Raton, FL 33434Summary: We are seeking an Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our office's general administrative activities. Responsibilities

• Assist broker(s) with opening accounts, sending out money disbursements
• Set up client's with on-line access
• Answer and direct phone calls
• Organize and schedule appointments
• Write and distribute email, correspondence memos, letters, faxes and forms
• Assist in the preparation of regularly scheduled reports
• Develop and maintain a filing system to assist in our internal and external audits
• Maintain office policies and procedures
• Order office supplies
• Maintain contact lists
• Other duties as assigned Requirements
  • Knowledge of office management systems and procedures
  • Working knowledge of office equipment, like printers and fax machines
  • Proficiency in MS Office, MS Excel and MS PowerPoint
  • Excellent time management skills
  • Attention to detail and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to multi-task
  • High School diploma, Bachelor's degree preferred
  • Prior experience as an Administrative assistant

Keywords: Advisor Group, Boca Raton , Administrative Assistant, Other , Boca Raton, Florida