Administrative Assistant Job at Robert Half in Madison

We are in search of an Administrative Assistant to join our team based in Madison, Wisconsin. The individual will play a pivotal role in supporting our operations within the Financial Services industry. This role will primarily involve handling customer inquiries, maintaining customer records, and processing applications.

Responsibilities:

• Manage and direct incoming calls, providing general information and transferring callers to the appropriate staff members when necessary.
• Oversee and maintain databases, spreadsheets, and application systems, ensuring all information is up-to-date and accurate.
• Facilitate various clerical duties, including preparing and distributing mail, faxes, and other correspondences.
• Organize and schedule meetings and appointments, ensuring all necessary materials are prepared and rooms are ready for use.
• Handle the maintenance and ordering of office supplies as necessary.
• Assist in developing presentation materials, proofreading, and editing documents, templates, labels, and forms.
• Maintain a comprehensive and organized filing system in adherence to record retention policies.
• Ensure customer inquiries are resolved in a timely manner, and customer records are accurately maintained.
• Assist with software testing as needed.
• Aid with coordinating travel arrangements when necessary.• Minimum of one year experience in a similar role within the Financial Services industry
• Proven ability to effectively manage inbound and outbound calls
• Demonstrated skill in providing exceptional customer service
• Proficient in data entry tasks with high attention to detail
• Experience in handling email correspondence in a detail oriented manner
• Ability to schedule appointments efficiently, ensuring smooth operations
• Mastery of Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint