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Administrative Assistant
Posted on June 11, 2025
- Moon, United States of America
- 18.0 - 25.0 USD (hourly)
- Full Time

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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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