11/04/2022
Prescient Capital is looking for a highly organized and detail-oriented Administrative Assistant to keep our downtown Delafield, WI office running smoothly and efficiently. This an excellent opportunity to assist our employees with diverse projects and provide general administrative support. An ability to multitask, manage complex schedules, and meet changing deadlines is essential to the position. We’re a small company of fewer than five employees, so there’s lots of room for growth and learning opportunities! Learn more about Prescient Capital at pcm-funding.com
Job Responsibilities:
• Provides administrative support to ensure efficient operation of the office.
• Exhibits polite and professional communication via phone, e-mail, and mail.
• Supports team by performing tasks related to organization and strong communication.
• Ensures optimal use of office equipment, supplies, and inventories through preventive maintenance.
• Maintains workflow by analyzing and refining standard operating procedures, such as scheduling, communications, and loan processes.
• Coordinates internal and external resources to expedite workflow.
• Oversees and achieves organizational goals while upholding best practices.
• Provides information by answering lending-related questions and requests.
• Maintains supplies inventory by checking stock to determine inventory level, anticipating needed supplies, placing, and expediting orders for supplies.
• Makes travel arrangements such as booking flights, cars, and hotel or restaurant reservations.
• Plans, organizes, and schedules company meetings in the office, off-site, and via videoconference.
• Composes and distributes detailed meeting notes, as needed.
• Orders and oversees office supplies and food deliveries for group meetings.
• Writes and distributes email, correspondence memos, letters, faxes, and forms.
• Maintains various databases through customer relationship management (CRM) software.
• Act as a point of contact for brokers, investors (clients), and vendors.
• Answers phones, greets visitors, and makes outbound warm sales calls, as needed.
• Schedules appointments and maintain calendars.
• Prepares communications, such as memos, emails, invoices, reports, and other correspondence.
• Writes and edits documents from letters to reports and news releases.
• Creates and maintains filing systems, both electronic and physical.
• Assists with marketing and events as needed.
Work Hours & Benefits:
Standard 40-hour week; 8am-4:30pm
Compensation: commensurate with experience
Work location: Delafield, Wisconsin office
401K eligibility after 90 days
Health & dental insurance eligibility after 90 days
Discretionary annual contribution to Cash Balance Plan eligibility after 90 days
Required Skills & Qualifications:
• High school diploma or equivalent
• Superb written and verbal communication skills
• Strong organizational and time-management skills with the ability to multitask
• Aptitude for learning new software and systems
• Proven experience as an Administrative Assistant, Virtual Assistant or Office Admin Assistant
• Knowledge of office management systems and procedures
• Working knowledge of office equipment, like printers and fax machines
• Proficiency in MS Office (MS Excel and Word, in particular)
• Working knowledge of CRM software: Salesforce will be a plus
• Attention to detail and problem-solving skills
