Sr. Administrative Assistant

This role operates within the Financial Services industry and requires the use of various software programs such as ADP, Cisco Webex Meetings, and CRM.

Responsibilities:

• Oversee and manage the CEO's calendar, ensuring appointments and meetings are scheduled efficiently
• Coordinate both internal and external meetings, taking into consideration other existing commitments
• Take detailed notes during meetings and maintain accurate records of discussions and decisions
• Ensure all meetings are scheduled appropriately, avoiding any clashes or scheduling conflicts
• Utilize various software tools, such as ADP and CRM, for effective management and organization
• Ensure effective communication and collaboration within the team and with external partners
• Handle any ad hoc administrative tasks as required to support the CEO's daily operations
• Use Cisco Webex Meetings for organizing and managing virtual meetings and conference calls
• Maintain a high level of confidentiality and professionalism at all times
• Monitor the CEO's account and take necessary action when required.
• Proficiency in ADP
• Financial Services is necessary for financial management and reporting.
• Experience in Banner Ads creation and management for promotional activities.
• Proficiency in Cisco Webex Meetings for efficient remote communication and collaboration.
• Knowledge of Concur for managing business expenses and invoices is essential.
• Proficiency in CRM (Customer Relationship Management) for maintaining and managing customer information.
• Familiarity with About Time software for effective time management.
• Knowledge of budget processes for financial planning and control.
• Calendar management skills for scheduling and organizing appointments and meetings.
• Strong communication skills for effective and clear information exchange.
• Experience in managing conference calls for coordinating with remote team members or clients.