Overview
The Administrative Assistant greets all prospects/clients as they arrive at the office and answers the main phone line for the office, directing prospects/clients to the appropriate employee for assistance. This role is responsible for maintaining and organizing a comfortable office environment, ordering office and kitchen supplies, keeping kitchen and hotel offices tidy, and updating ... inventory. The Administrative Assistant will assist the back office team with monthly reports and ensure that client accounts are accurate and current.
Responsibilities
• Open the front desk (turn on lights and tv, make sure mints are filled, restock client coffee station and fridge as needed, tidy and restock kitchen supplies and bring in newspapers)
• Input client referrals from the branches and internet
• Input work orders for repairs or cleaning requests, follow up on these requests until complete
• Assist advisors in reserving conference rooms when needed
• Greet prospects/clients as they arrive in the office, collaborate with the CSA/ Advisors to announce their arrival, and offer them a beverage to make them feel welcomed
• Answer the firm’s main phone line and direct phone calls to the appropriate employees
• Generate monthly reports from CRM(Salesforce) of client birthdays, create list for marketing department for electronic cards and prepare paper cards and envelopes for advisors for cards to be mailed
• Maintain an organized and comfortable office environment, ordering office and kitchen supplies, keeping kitchen and hotel offices tidy, and updating inventory
• Assist the back office team with monthly reports and ensure that client accounts are accurate and current
• Process work orders, supplier invoices, and purchase orders
• Maintain a digital record and reports of all client referrals, documents, and supplier information
• Close front desk (restock kitchen and making sure it is clean, one last lap to make sure conference rooms are ready for the next day, turn off lights and tv)
• Knowledge of the firm’s products and services
• Complete training courses and continuing education, as applicable to the specific subsidiary you work in
• Remain cognizant of and adhere to firm’s policies, procedures, and regulations
• Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures
• Perform other related duties as assigned
Qualifications
Required
• High School diploma or GED
• Minimum 1 year of customer service experience
• Proficiency in Excel and CRM systems such as Salesforce
• Excellent analytical skills, organizational and time-management skills
• Effective oral and written communication skills
• Ability to interact effectively with all levels of the organization and/or the public
• Ability to manage time and resources to meet deadlines
• Accuracy and detail-orientation
• Must be able to work the hours of M-F 8:00am-4:30pm
• Ability to work effectively on-site in our Herndon, VA headquarters
Preferred
• Experience in a financial institution
EEO Notice
Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.
NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org
