The Administrative Assistant will support the Retirement Sales leadership team and function as Reception/Office Manager. Provides a range of clerical/administrative support tasks. Responsibilities include the organization, prioritization, and coordination of work including confidential information. Duties include providing service to customers, staff and visitors; typing/editing and proofreading various department documents, creating and maintaining filing systems, scheduling meetings and general calendar management. Duties will vary by department.

Responsibilities

Schedule meetings for department managers and staff, resolve meeting conflicts or communicate scheduling changes to meeting owners.
Schedule virtual meetings and physical conference rooms, communicate with internal and external attendees, order and set up equipment as needed. Order and set up catering for meetings as applicable/needed.

Compose/edit/proofread a variety of correspondence, reports, policies, forms, and other printed or electronic materials.

Support team with event organization as needed.

Create and maintain organizational filing systems, paper and electronic. Order office supplies, maintain inventory of department equipment and supplies.

Coordinate gifts/purchasing, expense reporting and invoice reconciliation.
Handle any mail, shipping or special delivery services as needed.
Answer incoming calls and e-mails, take messages, prioritize, screen and route as appropriate.