Admin Asst Hold Co

About the Role

Assists with record keeping for a Holding Company, prepares reports for company management, handles confidential matters, and supports bill payment processes.

Responsibilities

• Generates various monthly and quarterly reports for company management.
• Assists with record keeping for the Holding Company.
• May attend management meetings and take minutes.
• Handles confidential and sensitive information.
• Assists with payment and allocation of bills.
• Supports event planning, which may require some travel.
• Maintains regular and reliable attendance.
• Performs other related duties as assigned by management.

Requirements

• Knowledge of company policies and procedures.
• Proficiency in word processing and spreadsheet software.
• Basic accounting knowledge.
• Skill in communicating with management in a courteous and professional manner.
• Ability to multitask effectively.
• Strong attention to detail and high accuracy in work.
• Ability to work under pressure and meet deadlines.
• Team-player mindset.

Qualifications

• High school graduate or equivalent.
• 3-6 years of previous banking experience.
• Previous experience with computer software.

Physical Requirements

• Seeing: 75-100% (Must be able to greet customers, read documents, and use a computer).
• Hearing: 75-100% (Must be able to communicate with customers and co-workers).
• Standing/Walking: 25-49% (Must be able to visit customers).
• Climbing/Stooping/Kneeling: 25-49%.
• Lifting/Pulling/Pushing: 0-24%.
• Fingering/Grasping/Feeling: 75-100% (Must be able to use a computer and write).

Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time, with only occasional walking or standing required.