Administrative Assistant

Position Summary

The Administrative Assistant provides front desk support to the branch manager and sales staff in a branch environment by greeting visitors and managing phone calls and inquiries. Responsibilities include organizing the filing system, distributing mail, assisting with marketing materials, and performing clerical tasks. The role requires strong organizational skills, attention to detail, and the ability to maintain confidentiality and professionalism.

Essential Responsibilities

• Greets guests in a professional, friendly, hospitable manner.
• Opens and closes visitor’s area.
• Answers phones, takes messages or fields/answers all routine and non-routine questions.
• Establishes, develops, maintains and updates filing system/organization for the branch.
• Organizes and prioritizes large volumes of information and calls.
• Sorts and distributes mail.
• Responds to regularly occurring requests for information.
• Performs a variety of clerical duties including, but not limited to: general correspondences, memos, charts, tables, graphs and other business documents. Proofreads copies for spelling, grammar and layout.
• Assists Loan Officers with the preparation and distribution of marketing materials.
• Maintains a professional image and standards consistent with company policies and procedures.
• Responsible for a high level of confidentiality and security while handling personal information; verbal and/or written documentation.
• Performs other support/administrative tasks as requested.