Administrative Assistant

Our company is seeking an Administrative Assistant for their Cedar Falls, IA office. This Administrative Assistant will provide the function that pulls administrative pieces together.

Key Responsibilities: • Responsible for tracking and completing continuing education requirements for maintaining licensure. •
Prepare selected materials, reports and various other illustrations in alignment with client risk tolerance and time frame to be used in meetings with clients.• Ability to establish priorities with minimal guidance. • Attend client meetings as requested to facilitate documentation and posting of meeting notes; accurately document and track all meeting follow-up tasks.
• Plan workload, setting priorities and having a working plan for all tasks and activities as required; schedules projects/activities to ensure timely completion • Nurture client relationships and initiates engagement with clients and follows-up with other team members.

Job Qualifications • Bachelor’s Degree is required.
• 2+ years of similar work experience.
• Experience working directly with clients. • Valid driver’s license required. • Proficiency using all Microsoft Office applications with a strong emphasis on Excel.

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