Administrative Assistant

About the role

The Administrative Assistant oversees routine and advanced duties for other professionals by working with administrators and other employees to organize files, create correspondence and prepare reports or documents. They also assist with the coordination and execution of events and projects, provide support to various team members, projects, and departments, and ensure the office remains clean, organized, and presentable.

Responsibilities

• Perform various administrative tasks such as data entry, generate regularly scheduled reports, maintain and order office supplies and equipment
• Welcome, assist and be the point of contact for employees, clients, vendors, and other external parties to maintain positive relationships
• Assist with the coordination and execution of events and projects
• Provide support to various team members, projects, and departments
• Ensure the office remains clean, organized, and presentable for both employees, clients, vendors and other external parties
• Continuously improve administrative processes and procedures to enhance efficiency and productivity within the office
• Manage schedules, appointments, and meetings for advisors or managers, ensuring smooth daily operations using the CRM and Outlook
• Cook up meeting logistics, scheduling and confirming appointments
• Coordinate client relationships via courtesy calls, birthday cards, referral gifts, flowers, etc. (as requested)
• Phones: Answer phones, direct inquiries to the appropriate person or department, retrieve voice mail messages and distribute
• Assist clients with documents or requests

Requirements

Required: High school diploma and 5 years of related experience required. Incumbents in this position possess excellent organizational skills and can handle multiple tasks, simultaneously. Proficiency in Microsoft Office (Word, Excel and Outlook) is required.

Qualifications

Preferred: Behaviors: Incumbents in this position possess excellent organizational skills and can handle multiple tasks simultaneously. Need to possess strong verbal and written communication skills.

Skills

Strong organizational and multitasking skills, proficiency in Microsoft Office, excellent communication skills.

Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...

Pay

The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

Schedule

This is a full-time onsite position based out of our Wakefield, MA office.