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Administrative Assistant

Posted on June 11, 2025

  • Moon, United States of America
  • 18.0 - 25.0 USD (hourly)
  • Full Time

Administrative Assistant

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Job Summary:
A regional financial services organization is seeking a highly organized and detail-oriented Administrative Assistant to support the processing of credit transactions and related client communications. This position plays a key role in ensuring operational efficiency through data entry, client follow-up, and marketing coordination. Primary responsibilities include maintaining accurate transaction records, managing communication workflows, and supporting internal team members in daily administrative functions.
Key Responsibilities:

  • Enter data from new credit applications into internal systems (Advantage).
  • Access Secretary of State databases for verification purposes.
  • Provide pricing quotes to prospective clients/vendors using Advantage software.
  • Book, close, and edit transactions within Advantage.
  • Input and update client information in the ACT customer database; apply market segmentation coding.
  • Create and distribute marketing campaigns using the Constant Contact platform.
  • Follow up with newly booked and past clients for updates or resolution of issues.
  • Maintain and update Excel-based rate and payment factor spreadsheets on a monthly basis.
  • Track completed transactions and compile monthly and year-to-date summaries.
  • Ensure supply of Activity Sheets for physical filing systems.
  • Respond to emails and phone inquiries professionally; document and relay messages.
  • Assist with preparation and submission of monthly online trade articles in coordination with leadership.
  • Follow up on insurance coverage requests related to financed equipment.
  • Provide general assistance to the manager on administrative and operational tasks as needed.

Minimum Education & Experience Requirements:

  • High school diploma or equivalent required; associate’s or bachelor’s degree in business, marketing, or related field preferred.
  • Minimum of 2 years of administrative or office support experience, preferably within financial services or related industries.

Special Requirements:

  • No specific certifications required, but familiarity with relevant software systems is essential.

Knowledge, Skills, and Abilities:

  • Proficient in Microsoft Excel and Word.
  • Experience with CRM and marketing platforms (e.g., ACT, Constant Contact).
  • Excellent written and verbal communication skills.
  • Strong attention to detail and ability to manage multiple tasks simultaneously.
  • Comfortable learning and adapting to new software platforms (Advantage, AI-based writing tools).
  • Friendly and professional demeanor for engaging with clients and vendors.
  • Bilingual Spanish/English communication skills are a plus.

Additional Desired Characteristics:

  • Background in business marketing is highly beneficial.
  • Creative aptitude for composing or editing written content.
  • Ability to work independently with minimal supervision while also being a collaborative team member.

Job Type: Full-time

Pay: $18.00 - $25.00 per hour

Schedule:

  • 8 hour shift

Work Location: In person


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