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

UUVXVEdJSVdZUmthUzVtV0l3b2hQV1hHaXc9PQ==
  • 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

Scooters Coffee

Barista - Mount Vernon Job at Scooters Coffee

 ...Job Description Introduction : Established in 1998, Scooter's Coffee has distinguished itself as one of the premier specialty coffee...  ...and all drinks/food on the menu Job Summary: As a Barista at Scooter's Coffee in Mount Vernon, you will be the face of our... 

Jay Hatfield Motorsports - Frontenac

Motorsports Technician Job at Jay Hatfield Motorsports - Frontenac

We love motorsports and we're looking for you to join us! We offer a professional working environment with continuous opportunity for both personal and career development. By respecting the uniqueness of every individual, we are able to build a team of confident, creative... 

Exit Factor

Business Consultant, Exit Strategy (WA) Job at Exit Factor

 ...this position. We are hiring in the Greater Seattle-Eastside , WA market only. . What is Exit Factor? Exit Factor is a business consulting firm. Our passion is helping small to medium size businesses increase their profit, efficiency, and value of their business... 

Cummins Inc.

Human Resources Summer Internship Positions Job at Cummins Inc.

 ...resolution. Support deployment and effectiveness of a broad range of HR processes, programs and initiatives within designated geography...  ...s qualifications and experience, where appropriate. Internship program criteria: Must be a full-time enrolled student pursuing... 

Marbella Santa Fe

Business Office Manager Job at Marbella Santa Fe

 ...Responsibilities: Prepares and submits necessary documentation for resident move-ins, move-outs, transfers and ancillary charges. Oversees cash controls including the depositing and posting of cash receipts and implementing and monitoring controls over petty cash Maintains...