Administrative Assistant supporting Partners and Managers at Sapling Financial Consultants. Managing appointments, travel, expenses, and various administrative tasks in a hybrid work environment.
Responsibilities
Schedule and confirm appointments and meetings
Arrange travel schedules and make reservations
Perform basic bookkeeping tasks (e.g., enter expenses)
Order and/or pick up office supplies, and research new deals and suppliers
Deal with time-consuming administrative tasks (e.g., call banks, utilities, etc. to inquire about recent bills, etc.)
Assist with preparing employee and customer contracts/agreements based on existing company templates
Assist with preparing customer invoices with details by hour/function, etc.
Apply for grants (employee, conference, etc.)
Review team member time trackers
For conference attendee lists that do not have emails, assist with locating emails.
For all conferences, assist with reaching out to attendees to attempt to secure meetings
Prepare food plates and set up and clean up for team meetings
Arrange contractors (e.g., Bell Canada) and meet with them to gain access to the office
Greet visitors to our office
Depending on business need, conduct in-depth market, industry and company research on clients, and develop decks and reports, for business plans, business cases, valuations, financial analyses and related documents
Depending on business need, proof the writing work product developed by Analysts and Consultants (e.g., whitepapers, prospect email templates, etc.)
Perform occasional design work to enhance the appearance of client deliverables (e.g., PowerPoint, Word)
Requirements
Bachelor’s degree preferred, but good work experience can substitute
Proven experience as an Administrative Assistant, Receptionist or similar role is a nice to have
Knowledge of office management systems and procedures
Proficiency in MS Office (MS Excel, MS Word and MS PowerPoint, in particular)
Excellent time management skills and the ability to prioritize work
Attention to detail and problem solving skills
Excellent written and verbal communication skills
Strong organizational skills with the ability to multi-task
Ability to take ownership of responsibilities and see them through to completion
Ability to work independently and manage time and multiple tasks/deadlines/deliverables at once
Strong dedication to the team and excellent work ethic
Desire to contribute to the firm over the long haul, with the understanding that loyalty and hard work will be recognized in both compensation and responsibilities far more quickly than in a large “brand-name” firm.
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