28 results for Executive Assistant in Newark, DE

Executive Assistant Robert Half is in search of a top-notch Executive Assistant to add some dynamism to our client based in South Jersey. The Executive Assistant will provide high-level administrative support to the client by managing schedules, monitoring and responding to emails, organizing materials for meetings, and ensuring key initiatives progress efficiently. The ideal Executive Assistant will be successful if they have excellent verbal and written communication skills and the ability to perform multiple tasks within set deadlines. Responsibilities:<ul><li>Provide high-level administrative support by conducting operational activities</li><li>Manage and maintain schedules and calendars efficiently</li><li>Handle travel arrangements and logistics as necessary</li><li>Safeguard confidential information and maintain related files and records</li><li>Proofread and manage legal agreements</li><li>Coordinate the preparation and dissemination of reports </li><li>Oversee the upkeep of all administrative documents and files</li><li>Provide assistance in the management of business operations</li></ul>

Executive Assistant Growing real estate firm, located in the Wilmington Delaware area is looking to hire a thorough Executive Assistant with proven multi-tasking abilities. In this role, the Executive Assistant will be responsible for providing a high level of support by completing administrative tasks such as: organizing travel, maintaining calendars, drafting internal and external correspondence, placing catering orders, preparing reports, and providing a high-level of customer service. The ideal candidate for this role should have proven experience supporting basic accounting activities, outstanding organizational and interpersonal skills, excellent time management abilities and have advanced knowledge of Microsoft Office Suite applications. What you get to do daily· Coordinate executive communications· Prepare internal and external corporate documents· Schedule meeting and appointments· Prepare weekly reports· Draft meeting agendas· Distribute incoming mail/packages· Travel Arrangements· Order and maintain inventory of office supplies· Assist with property management activities· Bank Reconciliations· Assist with accounts payable/receivable transactions· Special errands as needed

Executive Assistant We are offering a long-term employment opportunity for an Executive Assistant in Malvern, Pennsylvania. This role is centered within the banking industry and will be situated in an office environment. As an Executive Assistant, you will be required to provide comprehensive support to executives, including calendar management and front desk duties. You will also assist with site, facilities, and security tasks as needed. Responsibilities: <ul><li>Proactively manage executive calendars, including scheduling internal and external meetings, prioritizing time-sensitive matters, and resolving scheduling conflicts.</li><li>Coordinate travel arrangements (domestic and international), including itineraries, accommodations, and expense reports.</li><li>Draft and prepare correspondence, reports, presentations, and other documents as requested.</li><li>Serve as the primary point of contact between executives, their teams, and external stakeholders.</li><li>Assist in managing sensitive information and ensure confidentiality in all aspects of the role.</li><li>Organize and coordinate meetings, including preparing agendas, taking detailed minutes, and following up on action items.</li><li>Oversee special projects, event planning, and cross-functional initiatives to support strategic goals.</li><li>Manage office supply inventory and budgets for executive needs and department-related costs.</li></ul>

Executive Assistant We are offering an exciting opportunity for an Executive Assistant in the Health Insurance industry, located in Center City Philadelphia. As an Executive Assistant, you will be expected to handle confidential matters, manage calendars, and prepare various documents while maintaining the highest level of discretion. You will also be responsible for coordinating travel arrangements, executing contracts, and handling other administrative tasks. Responsibilities: • Handle sensitive information with the utmost discretion and confidentiality, ensuring the smooth running of the company's operations• Coordinate and manage schedules, including internal and external appointments, meeting confirmations, and liaising with other assistants• Prepare and draft various documents including Word, Excel, PowerPoint presentations, agendas, reports, and special projects in support of the company's objectives• Respond to detail oriented communications on significant and non-routine matters, exercising judgment on what correspondence to handle independently• Arrange travel itineraries including flights, visas/passports, cars, hotels, and other reservations ensuring smooth and timely travel• Coordinate ongoing group meetings, ensuring all necessary arrangements are made in advance• Execute contracts on behalf of the company, adhering to all relevant procedures and regulations• Draft and prepare correspondence for internal announcements, board meetings, and organizations that the executive is involved with, ensuring accurate and timely communication• Complete detailed corporate expenses, including tracking receipts and reimbursements, ensuring accurate financial records• Maintain and organize files, ensuring easy access and retrieval of information when needed• Manage CRM entries for the detail oriented, ensuring accurate and timely data entry• Respond promptly to emails/texts/phone calls, ensuring effective and efficient communication• Undertake ad hoc projects as required, demonstrating flexibility and adaptability• Represent the company in a positive light through great follow-through skills and sound judgment• Conduct research, collect and analyze information as needed, in advance, to conserve the Executive's time.

Executive Assistant We are offering a short term contract employment opportunity for an Executive Assistant in Baltimore, Maryland. This candidate will be responsible for supporting the Administrative Coordinator through various tasks. This position requires a high level of trust and detail orientation, as the individual will be handling sensitive information and interacting with high-level officials. Responsibilities: • Manage and distribute incoming mail and packages efficiently• Draft and distribute memos as well as other correspondence as required• Maintain a heavy schedule and calendar in Microsoft Outlook, ensuring all appointments and meetings are up to date• Utilize Microsoft Teams and Word proficiently to support office communication and documentation• Handle confidential documents and correspondence with the utmost discretion• Navigate labor negotiations and contracts, keeping abreast of ongoing discussions and changes• Manage and administer contracts, ensuring all details are accurate and up to date• Provide detail-oriented representation of the office when greeting guests and officials• Balance multiple tasks and priorities in a busy environment• Handle inbound and outbound calls, ensuring all inquiries are addressed promptly and in a detail-oriented manner• Perform data entry tasks as needed, maintaining accurate and up-to-date records• Keep a clear separation between personal and detail-oriented relationships, especially when dealing with contracts and negotiations that may impact the local community.

Executive Assistant Robert Half is in search of a top-notch Executive Assistant to add some dynamism to our client based in Philadelphia. The Executive Assistant will provide high-level administrative support to the client by managing schedules, monitoring and responding to emails, organizing materials for meetings, and ensuring key initiatives progress efficiently. The ideal Executive Assistant will be successful if they have excellent verbal and written communication skills and the ability to perform multiple tasks within set deadlines. Responsibilities:<ul><li>Efficiently and promptly resolve any scheduling conflicts and keep the client's calendar updated</li><li>Prioritize and manage the client's email inbox, ensuring timely responses and follow-ups</li><li>Field and prioritize incoming calls, providing detailed messages as necessary</li><li>Ensure all necessary materials for meetings are prepared and organized in advance</li><li>Act as a liaison between the client and both internal and external contacts, maintaining efficient communication</li><li>Monitor the progression of key initiatives and projects, ensuring they are advancing as planned</li><li>Provide general administrative support, including document preparation, file management, and handling confidential information with discretion</li><li>Utilize calendaring skills to manage and maintain schedules</li><li>Coordinate meetings, confirming availability and preparations with other Executive Assistants and attendees</li></ul>

Executive Administrative Assistant Wilmington Delaware firm is looking to staff a dynamic and highly organized Executive Administrative Assistant to support their executive team and ensure the smooth operation of the office. As the Executive Assistant/ Office Admin, you will provide general office support, manage calendars and schedule appointments, own the travel coordinator process, maintain and update client files, receive and sort incoming mail/deliveries, assist with basic accounting tasks as needed, greet visitors, and assist with ad hoc projects. The ideal candidate for this role should have excellent communication and interpersonal skills and be proficient with Microsoft Office Suite applications. Primary Responsibilities· Oversee office supply inventory· Process client invoices· Calendar Management· Monitor expenses· Answer incoming phone calls· Draft email correspondence and create presentations· POC to outside vendors· Identify areas for process improvements· Maintain petty cash· Provide reports to management

Executive Administrative Assistant We are offering an exciting opportunity in the heart of New Castle, Delaware for an Executive Administrative Assistant. This role involves providing administrative support within our team, overseeing general office activities, and maintaining an efficient and organized workspace. Responsibilities • Organize and schedule activities such as meetings, travel, and department events for the Senior Management Team. • Prepare and proofread documents including correspondence, memos, and reports to ensure accuracy and clarity. • Handle confidential and non-routine information with utmost discretion. • Coordinate company events, working either independently or as part of a team on special or ongoing projects. • Monitor and maintain inventory of office, janitorial, and other supplies across multiple locations. • Ensure general office services and equipment are in order, providing assistance with related issues as needed. • Sort and distribute incoming mail and arrange for outgoing shipments. • Run general office errands as required. • Create or modify presentations, demonstrating proficiency in Microsoft PowerPoint and other Office Suites. • Leverage strong interpersonal and communication skills to interact with people at all levels within the organization and external contacts. • Demonstrate strong analytical ability to gather and summarize data for reports/projects, find and present solutions to various administrative problems, and prioritize work.

Executive Assistant/Business Manager Our client within the academia field seeks a thorough, Executive Assistant/Business Manager with proven experience working in an operations role while supporting C-level executives. In this role, the Executive Assistant/Business Manager will be responsible for providing a high level of support by completing administrative tasks such as: organizing travel, maintaining calendars, drafting internal and external correspondence, placing catering orders, assisting with budgets, preparing expense reports, and providing a high-level of customer service. The ideal candidate for this role should have proven experience supporting basic accounting activities, outstanding organizational and interpersonal skills, excellent time management abilities and have advanced knowledge of Microsoft Office Suite applications. What you get to do daily· Coordinate executive communications· Prepare internal and external corporate documents· Calendar Management· Prepare weekly reports· Draft meeting agendas· Distribute incoming mail/packages· Travel Arrangements· Order and maintain inventory of office supplies· Assist with property management activities· Record meeting minutes· Credit Card Reconciliations· Special errands as needed

Executive Assistant In this role, the Executive Assistant will be responsible for providing a high level of support by completing administrative tasks such as: organizing travel, maintaining calendars, drafting internal and external correspondence, placing catering orders, preparing reports, and providing a high-level of customer service. The ideal candidate for this role should have proven experience supporting basic accounting activities, outstanding organizational and interpersonal skills, excellent time management abilities and have advanced knowledge of Microsoft Office Suite applications. HR /Payroll Background is a MUST-especially with onboarding, Healthcare, insurance, making appointments. What you get to do daily· Coordinate executive communications· Prepare internal and external corporate documents· Schedule meeting and appointments· Prepare weekly reports· Draft meeting agendas· Distribute incoming mail/packages· Travel Arrangements· Order and maintain inventory of office supplies· Assist with property management activities· Bank Reconciliations· Assist with accounts payable/receivable transactions· Special errands as needed

Administrative Assistant We are offering a short-term contract employment opportunity in the education industry for an Administrative Assistant located in Philadelphia, Pennsylvania. The role is for an Administrative Assistant will be tasked with ensuring smooth operations within our team. What you get to do every single day: • Assist in with testing support, including the collection, organization, and packaging of testing materials to adhere to testing protocols• Utilize Microsoft Excel for daily data management and organization of key data points• Handle front desk interactions, by managing and de-escalating parent concerns, and providing clear and supportive communication• Support the enrollment process by following up with families, make enrollment calls, and assist in the completion of the process to meet enrollment goals• Manage the transition to a new filing system by purging outdated files, organizing documents accurately, and maintaining meticulous records• Complete a daily tracker to document tasks, progress, and key updates to ensure accountability and transparency• Provide exemplary customer service through both inbound and outbound calls, as well as email correspondence• Utilize Microsoft Office Suite (Word, PowerPoint, Outlook) to perform administrative tasks and schedule appointments efficiently.

Administrative Assistant We are offering a long-term contract employment opportunity for an Administrative Assistant in Philadelphia, Pennsylvania. The Administrative Assistant role is within the housing authority industry where you will be tasked with administrative coordination and support to ensure smooth operations. What you get to do every single day:• Ensure efficient and precise processing of requisitions and invoices post-approval.• Manage and coordinate meetings, including maintaining calendars and setting appointments.• Handle administrative tasks such as drafting memos, letters, and other correspondence.• Liaise with executives and other partners, handling case escalations when necessary.• Maintain accurate reports, schedules, and minutes of meetings.• Ensure all incoming mail and emails are received and distributed appropriately.• Oversee incoming calls, routing them to the appropriate contact points, and ensure timely completion of assigned tasks.• Uphold the security and confidentiality of all records and information.• Provide additional administrative support as needed, and work on special projects as assigned.• Represent your supervisor in meetings when required.

Administrative Assistant We are offering a contract to hire employment opportunity for an Administrative Assistant located in Philadelphia, Pennsylvania. As an Administrative Assistant, this role is integral to the operations and involves providing administrative support, managing data, and creating presentations. What you get to do every single day:• Maintain updated and precise customer credit records• Resolve customer inquiries in a timely and detail-oriented manner• Monitor customer accounts and take necessary action when needed• Offer administrative support to the department, ensuring smooth operations• Update and maintain data across various systems, including spreadsheets and CRM• Generate reports by pulling large volumes of data and maintaining accuracy• Manage, organize, and update Excel spreadsheets, including handling charts, pivot tables, formulas, and V-LOOKUPS• Create engaging and informative presentations as required• Carry out additional administrative and data-related tasks and projects as needed.

Administrative Assistant Financial Services company seeks an Administrative Assistant with excellent time management skills. This Administrative Assistant will maintain and update internal records, process and maintain vendor memberships, assist with event coordination, enter journal entries into the general ledger, monitor attendance recording, perform research and development, assist with daily office needs, confirm all cash receipts/disbursements, and be point of contact for donor acknowledgement communications. The ideal Administrative Assistant should have a technical aptitude for database systems, strong attention to detail and experience working in a professional services environment. How you will make an impact· Organize, schedule, and confirm appointments/meetings· Track and analyze accounting data· Calendar Management· Prepare financial statements and reports· Draft internal/external correspondence· Generate travel arrangements & itineraries · Perform clerical research

Administrative Assistant Are you an organized, detail-oriented professional who thrives in a fast-paced environment? Our client, a well-established and highly respected CPA firm, is looking for an experienced Administrative Assistant to play a key role during the exciting and bustling tax season! In this position, you’ll be at the heart of the action, ensuring smooth operations, supporting the team, and providing exceptional service to clients.As the Administrative Assistant, you’ll make an immediate impact by streamlining office workflows, handling critical tax season documentation, and helping to deliver outstanding client experiences. Whether it’s coordinating schedules, organizing client files, or assisting with tax reports, your contributions will be essential in helping the firm navigate the busiest time of the year.<ul><li>Administrative Support for Senior Staff: Assist with tax season workflows by handling administrative requests from senior tax professionals, ensuring all tasks are prioritized and completed efficiently.</li><li>Scheduling and Coordination: Manage appointment scheduling for client consultations, tax preparation meetings, and internal team coordination, optimizing time and resources during the busy tax season.</li><li>Client Communication: Provide exceptional service to clients, responding to inquiries via phone and email regarding tax preparation processes, documentation requirements, and scheduling.</li><li>Document Preparation and Management: Prepare, assemble, and review tax documentation packets for clients, ensuring all forms are complete and accurate before submission. Organize and maintain electronic and physical files for quick retrieval.</li><li>Tax Season Reporting Support: Assist with the preparation and distribution of regularly scheduled tax-related reports, including tracking client progress and deadlines.</li><li>Tax Document Filing and Organization: Scan, print, and file critical client documents, including tax returns, financial statements, and other sensitive materials, adhering to firm policies and confidentiality agreements.</li><li>Client Meeting Coordination: Arrange logistics for client meetings, including confirming times, preparing materials, and ensuring clients have all necessary documentation for their appointments.</li><li>Compliance and Industry Regulations: Stay informed on IRS and tax-related regulations, ensuring the firm’s processes and client documentation are in compliance with current tax laws.</li><li>Data Entry and Account Management: Assist in managing client accounts, entering relevant data into tax preparation software and databases, and ensuring accuracy for all filings and reports.</li><li>Support for Tax Professionals: Provide ongoing administrative support to tax preparers, auditors, and other staff, including task coordination, filing, and any additional duties as assigned.</li></ul>

Administrative Assistant We are seeking a diligent Administrative Assistant to join our team in the construction industry, based in Malvern, Pennsylvania. This role offers a long-term contract employment opportunity, where you will be expected to manage customer interactions, maintain accurate records, and handle a wide range of administrative tasks. Responsibilities: • Handle inbound and outbound calls, providing excellent customer service at all times. • Manage data entry tasks with high precision and efficiency. • Engage in email correspondence, ensuring prompt and detail-oriented responses. • Utilize Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word, for various administrative tasks. • Schedule appointments, ensuring smooth coordination and minimal scheduling conflicts. • Maintain accurate tracking logs and customer records. • Process insurance and workers' compensation documents as required. • Monitor customer accounts and take necessary action as needed. • Resolve customer inquiries in a timely and effective manner. • Assist in various ad-hoc administrative tasks as required.

Bilingual Administrative Assistant We are seeking a skilled Bilingual Spanish Administrative Assistant to provide administrative support in both English and Spanish. This is an opportunity to join our client's dynamic team in the higher education industry. The ideal candidate will be highly organized, detail-oriented, and proficient in both languages. This position plays a crucial role in facilitating communication and coordination within the organization and with Spanish-speaking clients or partners.Responsibilities:<ol><li>Provide administrative support to ensure efficient operation of the office.</li><li>Assist with the preparation of documents, reports, and presentations in both English and Spanish.</li><li>Handle incoming calls and correspondence, responding promptly and professionally.</li><li>Translate documents, emails, and other communications from English to Spanish and vice versa.</li><li>Coordinate meetings, appointments, and travel arrangements, including scheduling and logistics.</li><li>Maintain office supplies inventory and ensure proper stocking.</li><li>Assist in the preparation of meetings and events, including arranging catering and other logistics.</li><li>Manage and organize files, both digital and physical, ensuring accuracy and accessibility.</li><li>Assist in the onboarding process for new employees, including preparing documentation and orientation materials in Spanish.</li><li>Collaborate with other team members to support various projects and initiatives.</li><li>Handle confidential information with discretion and professionalism.</li></ol>

Compliance Administrator We are offering an exciting opportunity for a Compliance Administrator in the financial services industry. The selected individual will play a crucial role in the company's compliance operations, assisting the Compliance Officer in various tasks to ensure adherence to regulations and to minimize risk related to the company's business. Responsibilities: • Develop and manage a comprehensive compliance calendar • Contribute to the completion of diverse regulatory filings • Assist in conducting self-assessments as per the Compliance Officer's design • Participate in the preparation of the annual insurance application • Conduct detailed compliance monitoring reviews • Compile and deliver compliance monitoring reports • Aid in revising company policies and procedures • Research and provide answers to compliance-related inquiries from team members • Assist in responding to compliance audit and examination requests • Conduct thorough reviews of customer accounts and activities • Ensure clear and detail oriented communication, both internally and externally • Handle additional duties as assigned within the scope of the compliance function.

Legal Assistant We are in search of a skilled Legal Assistant to join our team in Baltimore, Maryland. This role involves providing administrative support to our legal team, handling legal documentation, coordinating schedules, and ensuring effective communication. As a Legal Assistant, you will contribute significantly to the smooth operation of our legal office. Responsibilities • Serve as a central communication point between clients, opposing counsel, and vendors, ensuring all communications are handled professionally. • Assist with the creation, proofreading, and formatting of legal documents, including contracts, briefs, pleadings, and memos, ensuring accuracy and adherence to formatting standards. • Manage both physical and electronic filing systems, guaranteeing organized and efficient storage and retrieval of documents for both ongoing and archived cases. • Handle the maintenance of attorney schedules, including appointments, meetings, court dates, and deadlines while prioritizing and adjusting as necessary to avoid scheduling conflicts. • Conduct basic legal research as requested by attorneys, including case law or procedural rules. • Assist with the preparation and processing of client invoices, expense reports, and time tracking to ensure accurate billing procedures. • Coordinate internal and external meetings, including agenda preparation, booking conference rooms, and conducting follow-ups. • Ensure strict confidentiality is maintained regarding sensitive client and firm information. • Provide support on special assignments and projects as required by the legal and administrative teams.

Corporate Legal Assistant We are looking for a Legal Project Administrator to join our team in Middletown, Delaware. This role involves providing administrative project support to our Agile Project Management Team and assisting in various tasks. Your role will be crucial in coordinating with various legal project coordinators, managing multiple tasks with competing deadlines, and offering proactive support to project teams beyond minimum delivery requirements. Responsibilities: • Liaise with the Legal Project Coordinators ensuring smooth communication and efficient project execution. • Support the management of multiple tasks with competing deadlines, ensuring all tasks are completed in a timely manner. • Set up and manage recurring tasks and activities, contributing to the efficiency of project operations. • Draft and assist in preparation of various documents, filings, and letters, ensuring all necessary documentation is accurate and readily available. • Manage various aspects of document creation and review, including creating first drafts of key documents and checking documents for spelling/grammar errors. • Assist with projects, including file uploads, ordering corporate documents, signature page compilation, and saving relevant documentation to internal file system. • Handle administrative responsibilities as needed, providing a wide range of support to the project management team. • Work collaboratively with Legal Project Coordinators to complete any additional tasks, ensuring all project requirements are met. Skills: • Proficient in Adobe Acrobat, Case Management Software, LexisNexis, Management System, and Microsoft Excel. • Excellent communication skills and the ability to handle customer complaints effectively. • Experience in claim administration and customer service within the consumer electronics industry.

Legal Assistant We are offering a long-term contract employment opportunity for a Legal Assistant in the legal industry, located in West Chester, Pennsylvania. You will be supporting two attorneys, managing diverse tasks that include handling client relations, e-filings, cover sheets, and certified mailings. Responsibilities:• Manage client relations effectively, ensuring high levels of customer satisfaction.• Handle filings, cover sheets, e-filings, certified mailings to ensure smooth legal processes.• Utilize Aderant software for various legal and administrative tasks.• Use Adobe Acrobat for document management and other related tasks.• Work with the Automated City Register Information System (ACRIS) for specific legal tasks.• Handle case management effectively using relevant software.• Perform billing functions accurately and timely, using CompuLaw software.• Manage attorneys' calendars effectively, ensuring no scheduling conflicts.• Administer claims efficiently, ensuring all necessary documentation is in place.• Communicate effectively with clients, attorneys, and other stakeholders.• Handle tasks related to Family Law and Bankruptcy - Creditor.

Human Resources (HR) Assistant We are offering a part-time contract to permanent employment opportunity for a detail-oriented Human Resources (HR) Assistant to join our manufacturing team in COLMAR, Pennsylvania. In this role, you will be mainly responsible for handling HR-related tasks, ensuring seamless onboarding procedures, maintaining accurate employee records, and providing high-quality customer service. Responsibilities:• Ensure efficient processing of HR-related activities, including background checks and auditing• Accurately manage and update employee records • Provide exceptional customer service by resolving HR-related inquiries• Handle the onboarding process for new hires, ensuring a smooth transition into the company• Utilize HRMS and other relevant software like ADP - Financial Services, ADP Workforce Now, and ATS - Asynchronous Transfer Mode for HR-related tasks• Perform other administrative duties as required, demonstrating proficiency in Office, UKG, SuccessFactors.

Office Assistant Wilmington Delaware client seeks an Office Assistant with construction and union experience. This Office Assistant will organize files, schedule appointments, acts as receptionist, sort and distribute communications, and assist with administrative support tasks. If you’re an enthusiastic, outgoing, organized individual, this Office Assistant role may be perfect for you! Primary Duties· Answer incoming calls· Data entry of legal documents· Schedule appointments/Calendar Management· Timely email correspondence· Handle incoming/outgoing mail· Prepare and file internal documents· Assist the Accountant with projects when needed

HR Assistant Growing Healthcare company seeks a Bilingual HR Assistant to support the human resources department and facilitate communication in both English and Spanish. As the HR Assistant, you will handle a variety of administrative and human resource activities such as: recruitment, record keeping, interviewing, onboarding, employment verifications, documentation, and assembling policies and procedures. We are looking for a candidate who can excel in a fast-paced environment with the ability to implement strategic problem-solving and keep abreast with the latest HR trends and best practices. Primary Duties· Recruit and interview potential candidates· Maintain organized employee records· Draft new hire documentation· Monitor/track employee pipeline· Benefits Administration· Auditing/Compliance· Arrange meetings and maintain calendars· Process pre-placement background/license screenings· Maintain office inventory· Employee Relations· Assist with HR inquiries

Portfolio Assistant Reputable, financial services firm seeks a Portfolio Assistant with proven expertise handling investments and financial models. This role will involve, overseeing trade transactions, account reconciliations, preparing client annual reviews, managing portfolio performance, leading a team of accounting professionals, managing the month close process, coordinating annual audits, identifying and resolving discrepancies, and interface with regulatory agencies as necessary. The ideal Portfolio Assistant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of industry trends and compliance updates. Primary Responsibilities· Analyzing financial reports· Monitoring internal/external investments· Account Reconciliation· Portfolio Management· Assist with the annual audit process· Supervise reconciliation of investment portfolios· Gather treasury filings as needed· Technology Utilization· Maintain strong client relationships· Risk Management