QUALIFICATIONS, KNOWLEDGE, & SKILLS REQUIRED

• Bachelors or Associates Degree in business related field.
• Two plus years of office/administrative experience.
  Financial industry administrative experience a plus.
• Intermediate to advanced level of knowledge in MS Office suite & Adobe Acrobat Pro – online pre-employment assessment will be conducted prior to hire.
• Knowledge of Salesforce a plus.
• Solid problem solving and organizational skills.
• Solid interpersonal and communication skills.
• Office coordination and customer service skills.
• Strong editing & proofreading skills.
  
  

BEHAVIORS AND COMPETENCIES:

• Teamwork/Relationship Building – Works cooperatively with others in the accomplishment of joint tasks and common objectives. Understands team dynamics, fostering collaboration, providing a tangible contribution and listening and responding to the input of others in a manner that creates an environment of mutual trust and respect.
  
  
• Achievement Orientation – Consistently meets/exceeds the goals and objectives set by self and others. Explores ways to improve service and work in an efficient and cost-effective manner.
  
  
• Customer Service Orientation – Dedication to meeting the expectations and requirements of internal and external customers. Establishes and maintains effective relationships with customers and gains their trust and respect.
  
  
• Communication – Expresses one’s needs, wants, opinions and preferences without offending the sensitivities of others. Listens with objectivity and clarifying messages; giving and receiving feedback effectively.
  
  
• Problem Solving/Analytical Thinking – Ability to identify and define problems, and create solutions. Looks beyond the obvious and doesn’t stop at the first answer. Ability to see the “big picture” and understand how the various parts of an organization fit together.
  
  
• Accountability – An obligation or willingness to accept responsibility or to account for one's actions.
  
  PHYSICAL REQUIREMENTS/WORKING CONDITIONS:

• Valid driver’s license to complete office errands.

• Normal office environment.

• Some travel to events may be required including limited overnight travel.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.