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Administrative Assistant in Charlotte, NC at Pionear

Date Posted: 6/7/2018

Job Snapshot

Job Description

Administrative Assistant

Pionear Recruiting is seeking an administrative assistant to perform various day-to-day administrative duties for our client in the Metro Charlotte region. 
This role provides administrative support by assisting clients upon arrival, scheduling meetings, preparing presentations and preparing client communications. This role is responsible for responding to proficient experience in email requests, coordinating / tracking projects and managing day to day business filing, copying, phone support and assembly of client brochures. 

Position Functions

  • Administrative assistance. 
  • Prepare correspondence for clients and respective account managers. 
  • Copy and track all client and practice materials including business correspondence. 
  • Copy and follow-up with home office on related issues. 
  • Schedule client appointments and prepare agendas / forms for appointments. 
  • Conduct client appointment reminder calls and check-in calls on follow up items. 
  • Assist the planning assistant and other admin staff. 
  • Perform other allowable duties as assigned. 
  • Manage the flow of wholesalers in the office. Submit / track any invoices for agreed upon payments. 
  • Greet clients upon arrival and extend hospitality to clients. 
  • Maintain client management system. 
  • Document client contacts / calls. 
  • Track client special events and make appropriate contact per established client contact model.

Job Requirements

Key Traits Of A Successful Administrative Assistant

  • Strong organizational and computer skills. 
  • Direct attention to detail and organization. 
  • Effective communication with clients and staff. 
  • Effective and efficient time management. 
  • Polite and clear phone manner. 
  • Ability to multi-task. 
  • Ability to adhere to company rules and regulations. 
  • Ability to support and provide guidance for compliance tasks. 
  • Positive attitude and sincere willingness to constantly learn and grow.


Pionear is an equal opportunity employer