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Administrative Assistant

Administrative Assistant

Signature Estate & Investment Advisors, LLCBethlehem, PA, US
12 hours ago
Job type
  • Part-time
Job description

Job Description

Job Description

JOB TITLE : Part-Time Administrative Assistant

EMPLOYER : SEIA

DEPARTMENT : Advisory Team – Daniel Nigito

LOCATION : Bethlehem, PA - I

REPORTS TO : Advisor

EFFECTIVE DATE : 10 / 10 / 2025

  • This is an in-office position Monday- Friday from 9am-2pm.

SUMMARY : This is a part-time on-site role for an Administrative Assistant, located in Bethlehem, PA. Dynamic financial services company, offering financial planning, investments, and insurance with an emphasis on charitable gift planning.

DUTIES AND RESPONSIBILITIES :

  • Handle a variety of tasks on a daily basis, including managing phone calls with proper etiquette.
  • Provide executive administrative assistance.
  • Perform clerical duties.
  • Manage schedules and appointments.
  • Maintain communication with internal and external stakeholders.

    • SUPERVISORY RESPONSIBILITIES :

  • None

    • QUALIFICATIONS :

  • Administrative Assistance and Executive Administrative Assistance skills.
  • Proficiency in clerical skills.
  • Phone etiquette and strong communication skills.
  • High level of organizational skills and attention to detail.
  • Ability to manage multiple tasks and prioritize efficiently.
  • Design Software; Project Management Software; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and Publisher software.

    • COMPETENCIES :

  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.

    • PHYSICAL DEMANDS AND WORK ENVIRONMENT :

  • Continually required to sit.
  • Continually required to talk or hear.
  • While performing the duties of this job, the noise level in the work environment is usually __ moderate __.
  • The employee must occasionally lift and / or move up to __10__ pounds
  • Specific vision abilities required by this job include : close vision;

    • The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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    Administrative Assistant • Bethlehem, PA, US

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