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

R1E5dEEyWG80TTllTU5yMWNDOHowbE5LeHc9PQ==
  • 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, Remote work,

Similar Jobs

Wildlife Conservation Network

Impact-Driven Conservation Communications Manager Job at Wildlife Conservation Network

 ...A notable organization in wildlife conservation is looking for a Communications Content Manager to enhance its outreach. This role involves creating compelling fundraising content, managing projects, and collaborating with various teams. The ideal candidate should have... 

Gulfstream Strategic Placements, LLC

Application Engineer - Albuquerque Job at Gulfstream Strategic Placements, LLC

Snapshot / Role Overview We're seeking an Application Engineer in Albuquerque to design custom HVAC solutions that meet client performance requirements while maximizing equipment efficiency. Impact Drive equipment sales by developing optimized system designs ...

Hyde Park Hospitality

Cleaner - Airport Lounge Job at Hyde Park Hospitality

 ...$200 SIGNING BONUS! $17.00 per hour starting pay! We cover airport badging fees and pay for our employees' parking passes! Available...  ...and amenities. The Club is looking for a Part-Time Airport Lounge Cleaners with flexible availability to work weekdays and... 

Healthcare Support

Travel Nurse RN - Outpatient Ambulatory Care Job at Healthcare Support

 ...Job Description Healthcare Support is seeking a travel nurse RN Outpatient Ambulatory Care for a travel nursing job in Portland, Maine....  ...MSP programs. From health systems and hospitals to specialty clinics and post-acute facilities, you can work where you want to work... 

Consilio

Remote Litigation Attorney (Contract-to-Perm) Job at Consilio

 ...A leading legal services company is seeking a Litigation Attorney based in Nashville. This is a full-time position with remote work and potential court appearances. Responsibilities include handling civil litigation matters, drafting legal documents, and attending court...