Administrative Assistant

• Answer and direct phone calls to appropriate person or department
• Monitor faxes incoming and outgoing
• Assist Accounts Receivable – letter preparation and calling clients about past due invoices
• Assist all internal departments with various clerical functions, report preparation and assigned projects
• Prepare and send routine blast emails via Pension Pro
• Maintain individual dashboard tasks assigned through Pension Pro
• Retrieve annual report downloads from various record-keepers
• Assist in the preparation of regularly scheduled monthly reports

Retirement Administrative Assistant

Administrative Assistant

Administrative Assistant

IT Support Specialist – Office Manager

Executive Administrative Assistant

Office Manager