Administrative Assistant
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Job Description
Administrative Assistant at Succession Resource Group facilitating communication and project management. Supporting client interactions and team collaboration within a succession planning consultancy, primarily in the US.
Responsibilities:
- 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.
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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