Administrative Assistant

Administrative Assistant

Cedar Falls, IA

$35-38k

Our client is seeking an Administrative Assistant for their Cedar Falls, IA location. This Administrative Assistant will provide the function that pulls administrative pieces together.

Key Responsibilities:

• Track and complete continuing education requirements for maintaining licensure.

• Prepare selected materials, reports and various other illustrations in alignment with client risk tolerance and timeframe to be used in meetings with clients.

• Ability to establish priorities with minimal guidance.

• Attend client meetings as requested to facilitate documentation and posting of meeting notes; accurately document and track all meeting follow-up tasks.

• Plan workload, setting priorities and having a working plan for all tasks and activities as required; schedules projects/activities to ensure timely completion.

• Nurture client relationships and initiates engagement with clients and follows-up with other team members.

Job Qualifications

• Bachelor’s Degree is required.

• 2+ years of similar work experience.

• Experience working directly with clients.

• Valid driver’s license required.

• Proficiency using all Microsoft Office applications with a strong emphasis on Excel.

Additional Incentives:

• Health, dental and vision insurance

• Life insurance

• PTO (holidays, vacation, etc.)

• Short Term Disability

• Simple IRA

Operations, administrative, clients, Para planner, licensure, health insurance, Microsoft office, excel