We are searching for an Administrative Assistant in Bradenton, Florida, who will play a crucial role in supporting our team!
Responsibilities
• Handle client inquiries, both via phone and email, and escalate to relevant personnel as necessary
• Open new client accounts in the portal and gather necessary documents from clients
• Screen incoming phone calls from clients and salespeople, and direct them to the appropriate parties
• Maintain and manage client files, ensuring all information is up-to-date and accurate
• Draft and send quarterly letters and Word documents to clients
• Regularly update mailing lists and prepare envelopes with mailing names and addresses using Outlook
• Order and manage office supplies as needed
• Perform data entry tasks with precision and attention to detail
• Ensure all confidential client information is handled with utmost care and discretion.
• A minimum of 5 years of experience in an Administrative Assistant role or similar
• Expertise in using Excel formulas
• Extensive experience in data entry, with a focus on detail and accuracy
• Proficient in all Office applications including Word, Excel, and PowerPoint
• Experience in handling inbound calls, demonstrating excellent communication and customer service skills
• Ability to manage office supplies, including ordering and inventory control
• Experience in filing and record keeping, with an organized and methodical approach