Administrative Personal Assistant Job at Wells Education and Consulting, Bradenton, FL

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  • Wells Education and Consulting
  • Bradenton, FL

Job Description

Job Description

Job Description

I am seeking an Administrative Personal Assistant to join me! You will perform clerical and administrative functions in order to drive company success.

Responsibilities

  • Plan and schedule appointments and events on shareable calendar
  • Greet and assist onsite and remote video conference clients and vendors
  • Maintain Quickbooks data input and reporting for firm's monthly cash flow and annual income tax calculations
  • Develop and implement organized digital filing systems
  • Draft correspondences, photos, financial statements, and other formal documents
  • Contribute creative ideas to clients' learning resources, including Virtual Reality sessions
  • Perform all other office tasks, including travel arrangements: planes, housing, and vehicles

Qualifications:

  • Previous experience in office administration or other related fields
  • Ability to prioritize and multitask in timely, consistent manner
  • Excellent written and verbal communication skills to warmly interface with financial planning clients
  • Strong attention to logistical details
  • ​Strong organizational skills

Job Tags

Work at office,

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