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  • Sr. Administrative Assistant (Chicago)

    Raymond James Financial, Inc. (Chicago, IL)



    Apply Now

    Responsibilities:

    + Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

    + Respond to routine requests using form letters or emails; respond to more unusual requests by editing templates to create customized responses.

    + Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate business meetings.

    + Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.

    + Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere.

    + Support in using the internal communications system to access specific information on request.

    + Create, organize, and maintain files containing the correspondence and records of a senior colleague.

    + Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.

    + Help manage external client relationships by carrying out simple procedural tasks.

    + Help manage internal client relationships by carrying out simple procedural tasks.

    + Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.

    + Use data management systems to access specific information as and when required.

    Skills:

    + Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.

    + Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.

    + Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

    + Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

    + Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.

    + Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.

    + Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.

    + Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).

    + Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance.

    + Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

    + Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works with guidance.

    + Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

     


    Apply Now



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