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SRG logo
SRG

Powering the future of STEM, SRG covers a full spectrum of roles and talent solutions across STEM industries.

Administrative Assistant

Administrative AssistantAdministrative AssistantFull TimeRemoteSeniorTeam 51-200Since 1990H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

69 days ago

Salary

$50K - $69K / year

Seniority

Senior

Bachelor Degree3 yrs expExperience acceptedEnglish

Job Description

Administrative Assistant

SRG

• Act as the primary communication bridge between project teams, clients, and leadership to ensure alignment and execution of project objectives. • Assist with initial project setup by processing engagement agreements, creating and sending invoices, gathering required information, and entering data into internal systems. • Coordinate scheduling, meetings, and follow-ups across project teams and clients. • Prepare meeting agendas, materials, and documentation, as needed. • Attend meetings, take notes, and distribute summaries or action items. • Maintain organization of tasks and workflows within CRM systems. • Track project timelines, deliverables, and deadlines to ensure projects stay on schedule. • Provide general administrative support to team members and leadership. • Assist with side projects and cross-functional initiatives, as assigned. • Serve as a first point of contact by answering client calls, responding to inquiries, and routing communication appropriately. • Communicate professionally with current and prospective clients via phone and email. • Prepare client invoices, process payments, and distribute confirmation.

Job Requirements

  • Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)
  • Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)
  • Excellent written and verbal communication skills
  • Attention to detail
  • Ability to multitask and prioritize effectively
  • Strong organizational skills
  • Team player with a positive “can do” attitude
  • Knowledge of the financial services industry, preferred
  • Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options

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