Administrative Assistant

We are in search of an Administrative Assistant for our operations in NEWTOWN SQUARE, Pennsylvania. This role is crucial in our organization as it involves a variety of administrative tasks in a financial services setting. This position is fully onsite and offers a contract to permanent employment opportunity.

• Handle inbound and outbound calls, providing excellent customer service to clients and stakeholders
• Perform data entry tasks, ensuring accuracy and timeliness in updating and maintaining customer records
• Coordinate email correspondence, responding to inquiries promptly
• Utilize Microsoft Office Suite (Excel, Outlook, PowerPoint, Word) to create and manage documents, spreadsheets, and presentations
• Schedule appointments and manage calendars to ensure smooth operations and avoid conflicts
• Proactively monitor customer accounts, taking appropriate action as necessary
• Process customer credit applications, ensuring all information is accurate and processed efficiently
• Assist in the preparation and organization of client meetings, ensuring a polite atmosphere
• Contribute to the team-oriented environment, demonstrating motivation and professionalism.
• Minimum of 2 years of experience in an administrative role
• Proficiency in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook
• Experience with data entry and maintaining databases
• Strong customer service skills and experience dealing with inbound and outbound calls
• Ability to effectively manage and schedule appointments
• Excellent written and verbal communication skills, including email correspondence
• Ability to multitask, prioritize, and manage time efficiently
• High level of accuracy and attention to detail
• Strong organizational skills and ability to manage multiple tasks simultaneously
• Ability to work independently and as part of a team
• Must be able to maintain confidentiality and handle sensitive information with discretion.