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Administrative Assistant II
Location : California, San Francisco
Refer job # EQLQ340787

Job Responsibilities and Requirements: Summary Responsible for primarily performing diverse administrative support duties and secondarily performing secretarial support duties. Requires good working knowledge of unit practices, policies, programs, and business requirements. Assignments include initiation of, or participation in, various projects, including researching information, providing analysis, and compiling data to convey relevant information. Essential Job Functions Provides assistance in the day-to-day administration of the unit and follows up on pending matters. Inputs and retrieves data utilizing knowledge of various computer software packages. Types correspondence, reports, memoranda, special projects, technical papers, and related materials for unit staff. Formats documents and presentations. Initiates and researches information, compiles statistics, gathers, analyzes, and summarizes data for projects or trends and status reports and studies. May assist in preparation of unit budget. Receives and screens telephone calls, mail, and visitors. Routes callers, take messages, and answers questions relating to the unit's function. May interact with Company clients to schedule appointments, answer questions, and resolve moderately complex issues. May act as information source for the unit. Composes letters and memoranda from verbal direction or knowledge of Company's policies and procedures. Schedules and coordinates meetings and facilities which may include travel and lodging arrangements. Orders office supplies. Prepares and processes unit purchase requisitions and vendor invoices. Organizes and maintain files, correspondence, records, and other documents. Other Job Duties Complete understanding of the policies, practices, and function of the business unit. Performs special assignments and project work as needed. May take minutes of staff meetings. Performs other duties as assigned. Required Experience Requires basic job knowledge of systems and procedures obtained through prior work experience or education. Requires 3 years minimum experience. May require vocational or technical education in addition to prior work experience. Education Associate's Degree Preferred Skills: Mandarin/Cantonese Speaking. Experience in financial services and knowledge of financial services industry, products and solutions. Sales experience in a salary plus incentive environment. Experience working in an environment with individual and team goals where goals were routinely met or exceeded. Working knowledge of general office procedures with demonstrated administrative and secretarial skills. Advanced personal computer skills necessary to format reports, presentations, spreadsheets, graphics etc. Demonstrated ability to work independently and plan and manage short-term, moderately complex projects.



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