Administrative Assistant

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Requirements:

• Bachelor’s degree required.
• Minimum of 3 years of proven experience as an Administrative Assistant or in a similar role. (Must Have)
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM systems. (Must Have)
• Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines. (Must Have)
• English proficiency, with excellent written and verbal communication skills.
• High attention to detail and accuracy in data entry and administrative tasks.
• Ability to work independently and collaboratively in a team environment.
• Strong interpersonal skills and a professional demeanor.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Proficiency in email communication and management.

Responsibilities:

• Perform accurate and timely data entry, ensuring all information is up-to-date and correctly recorded.
• Manage and maintain schedules, appointments, and travel arrangements for team members.
• Prepare and edit documents, reports, and presentations using Microsoft Office Suite (Excel, Word, PowerPoint).
• Assist in organizing meetings, conferences, and events, including booking venues, arranging catering, and coordinating schedules.
• Maintain and update CRM systems, ensuring client information is current and accurate.
• Handle phone calls and emails, providing excellent customer service to clients and internal team members.
• Reconcile commission statements monthly by entering data from received statements into the Green Tree Commission statement format.
• Support the finance department by processing invoices, expense reports, and other financial documents.
• Follow up on quotes and manage multiple incoming quotes weekly.
• Assist in special projects and perform other administrative tasks as assigned.
• Schedule, follow up, and coordinate events as needed.
• Maintain and update the case board, ensuring all options and pricing are accurate and up to date.