Administrative Assistant at Atrium

About Atrium:

What you do matters. As a people-centric organization, we foster an environment of collaboration, high-performance and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.

Client Overview:

Our client is a well-known financial firm committed to providing white glove service to all clients. They are seeking a highly organized and detail-oriented Administrative Assistant to join their team!

Salary/Hourly Rate:

$20 – $23/hr

Position Overview:

The ideal Administrative Assistant candidate will possess strong administrative skills, be proficient in financial software, and have excellent communication abilities. In this Administrative Assistant role, you will support our financial advisors by managing daily office tasks, client communications, and maintaining a productive work environment.

Responsibilities of the Administrative Assistant:

• Manage and prioritize executive calendars, appointments, and meetings
• Coordinate travel arrangements and manage itineraries for senior staff
• Prepare financial reports and presentations for clients and team members
• Handle incoming and outgoing correspondence, including emails and phone calls
• Maintain and update financial records and databases
• Assist with event planning and coordination for company events
• Support the finance team with day-to-day tasks to ensure smooth operations

Qualifications for the Administrative Assistant:

• Proven experience as an administrative assistant or similar role in a financial setting preferred
• Proficiency in Microsoft Office Suite and financial software (QuickBooks, Money II, etc.)
• Strong organizational skills with the ability to multitask
• Excellent verbal and written communication skills
• Discretion and confidentiality regarding sensitive financial information

Education Requirements:

• Associates degree is required

Benefits:

• Atrium Care Package available, upon eligibility. (Including healthcare plans, discount programs and paid time off)