We are looking for a detail-oriented, proactive, and dynamic Administrative Assistant to keep our daily office operations running smoothly. In this role, you will handle general administrative duties, support basic financial/bookkeeping tasks, manage office vendors and inventories, and help organize our team events.
Minimum 2-3 years of experience in order administration, production planning, customer service, production coordination, or manufacturing administration.
Maintain overall instances of Salesforce administration (Sales Cloud, Sales Einstein and Pardot) and platform tasks include user and license management, system configuration, change control, and enhancements.
Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.
Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.