Job Description
The role of the Administrative Assistant is to closely support the team members in the Reading, Pennsylvania office in handling organizational functions.The role requires a part-time, onsite, commitment to operational and administrative support, office site management, organization and efficiency.This individual will assist with business development, coordinating with Dakota's operations team, including the creation of proposals, collateral, events, and mailings.This position reports directly to the senior level team member in the Reading office.Primary Objectives:Ensure Reading team is supported in the performance of their primary duties as needed Answering phones and greeting guests to the office Manage standard office functions (mail, supplies, files, bills) Assist as needed with presentation materials Major Areas of Responsibility:Assist with proofing, printing, collating and mailing quarterly performance reports Maintain current client email listing and postal mail address electronic files Enter data into spreadsheets as needed to roll-up periodic tax estimates and other client reports Maintain staff calendar and assist with scheduling, errands, and other duties to facilitate the most efficient use of the team's time Assist with planning and coordinating client scheduling arrangements Assist with client requests including onboarding, account alignment, money movement, and other support tasks Submit invoices and assist with expense reimbursements, coordinating with home office in Palm Beach Gardens, Florida Perform daily mail functions, logs checks, maintain gift log and submit for compliance review Required Education, Knowledge, Skills, and Abilities Associate's degree Experience in finance field or similar industry Adherence to company Code of Ethics, Policies and appropriate business attire standards Ability to perform basic functions in Microsoft applications including Word, Excel, and Outlook Polite, professional, friendly demeanor with clients, phone calls and staff Ability to learn simple tasks with training on new technology On-time arrival in office and effective time management skills Excellent organization and follow-up Attention to detail Professional and proactive work ethic Excellent interpersonal, written, and oral communication skills Competency in Microsoft applications including Word, Excel, and Outlook Compensation Hourly compensation up to $26.00 depending on experience Garage parking provided Company 401(k) plan availability Remote work in inclement weather with prior approval Job Type:Part-time Pay:$24.00 - $26.00 per hour Benefits:401(k) matching Education:Associate (Preferred) Work Location:In person.