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in Bethesda, MD

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Hours Full-time, Part-time
Location bethesda, Maryland

About this job

Job Title:

Administrative Assistant 3

Job ID Number:

5111185

Schedule Type:

Reg-Time

Work Hours:

40

Location:

Bethesda,MD

Qualifications:

Performs moderately complex to complex administrative tasks for a manager, department, and/or business unit. Duties include: compiling information and preparing moderately complex reports using appropriate software; balancing routine general ledger lines and/or expense accounts; assisting with personnel/payroll processing and record keeping; assisting, screening and/or selectively referring callers; answering questions regarding business unit policies and procedures. May work closely with both internal and external customers to meet their service needs. May be responsible for providing support to the business line staff in the areas of reporting, customer/business documentation, sales and service goals. May monitor and assist with forecasting monthly budget. Performing special projects as requested.

2+ years administrative support experience. -Client Service oriented

-Detail oriented and ability to multi-task

-Strong written and verbal communication skills

Experience with a multi-line phone system preferred. Experience supporting sales, marketing, financial planning and research responsibilities. Experience supporting brokerage and client related support functions in a full service retail brokerage environment

Displays experience completing tasks in a timely and efficient manner.

Microsoft Office Suite experience focused on creating, editing and analyzing data.

Minimum of 2 years of experience directly supporting administrative and client related activities for a branch manager. Financial services experience preferred. Strong written and verbal communication skills. Strong technology skills.