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Administrative Assistant - Financial Services

  • ... Posted on: Jun 03, 2025
  • ... Atlantic Group
  • ... Plymouth Meeting, Pennsylvania
  • ... Salary: Not Available
  • ... Full-time

Administrative Assistant - Financial Services   

Job Title :

Administrative Assistant - Financial Services

Job Type :

Full-time

Job Location :

Plymouth Meeting Pennsylvania United States

Remote :

No

Jobcon Logo Job Description :

Are you a high-energy, enthusiastic individual with experience in financial services and ready to take the next step in your professional administrative career? We’re seeking an Administrative Assistant to join our team in a fast-paced, client-focused financial services environment.In this role, you’ll handle phone calls, correspondence, and assist with preparing reports and transcriptions. Strong communication, organizational, and time management skills are essential, as you’ll play a key role in supporting client needs and administrative tasks. If you’re a quick learner, team player, and bring experience in financial services or a related professional services industry, we’d love to hear from you—apply today!Responsibilities:Support client output (format resumes, perform position evaluations, manage write-ups and contracts)Interface with clients and prospects in a professional mannerSchedule interviews and meetingsCoordinate travel arrangementsDraft, proofread, record, track, and convert to PDF all correspondencePerform filing and record maintenance (hard copies and electronic)Manage schedules (provide daily/weekly to-do lists)Screen and vet incoming callsProvide administrative support for annual conferenceRequirements:Bachelor's Degree requiredExperience in a financial services or investment firm strongly preferredInternship experience in a professional services setting acceptedExperience with Salesforce requiredExperience with Microsoft Office Suite requiredAble to work 5 days in officeNote: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.Ref: 42130#PHILLYAFT

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Jobcon Logo Position Details

Posted:

Jun 03, 2025

Employment:

Full-time

Salary:

Not Available

Snaprecruit ID:

SD-APP-94cf553c506da2c9735a55b9a1833e4b91d0e36051950735b232bec522c7fc90

City:

Plymouth Meeting

Job Origin:

APPCAST_CPC

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Are you a high-energy, enthusiastic individual with experience in financial services and ready to take the next step in your professional administrative career? We’re seeking an Administrative Assistant to join our team in a fast-paced, client-focused financial services environment.In this role, you’ll handle phone calls, correspondence, and assist with preparing reports and transcriptions. Strong communication, organizational, and time management skills are essential, as you’ll play a key role in supporting client needs and administrative tasks. If you’re a quick learner, team player, and bring experience in financial services or a related professional services industry, we’d love to hear from you—apply today!Responsibilities:Support client output (format resumes, perform position evaluations, manage write-ups and contracts)Interface with clients and prospects in a professional mannerSchedule interviews and meetingsCoordinate travel arrangementsDraft, proofread, record, track, and convert to PDF all correspondencePerform filing and record maintenance (hard copies and electronic)Manage schedules (provide daily/weekly to-do lists)Screen and vet incoming callsProvide administrative support for annual conferenceRequirements:Bachelor's Degree requiredExperience in a financial services or investment firm strongly preferredInternship experience in a professional services setting acceptedExperience with Salesforce requiredExperience with Microsoft Office Suite requiredAble to work 5 days in officeNote: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.Ref: 42130#PHILLYAFT

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