TITLE: Administrative Assistant

DEPARTMENT:     Compliance

DIRECT REPORTS:  None

REPORTS TO:  Compliance Manager

PURPOSE:

Administrative Assistants handle various administrative tasks including data entry, mailings, filing and other tasks as assigned.

DUTIES AND RESPONSIBILITIES:

• Scans incoming correspondences into FACS.
• Back up for receptionist-Breaks, lunch and when Receptionist is out of the office

• Handles correspondences where the correspondence is for more than one account.
• Media-assist with first and/or second check.  

Scans media into client services folder with outgoing letter for internal record of what was sent.

• Fold Collection letters, put in envelopes, stamp with appropriate postage and mail letters.

• Adhere to the practices outlined in the Northland Group Information Security Management System.   Additionally, I will:  
  1. on an ongoing basis throughout my employment, understand and promote the Northland Group Information Security Management System.  
  2. be a full participant in the culture of security at Northland Group. 

• Sorts and distributes incoming mail.

• Entering accounts on excel reports for the Client Services Liaisons

• Assist Client Services Liaison with making copies, faxing to client and scanning documents that need to be saved.  

• Client Audits-helps gather information/documents to fulfill audit requests

• Prepares and sends out-going overnight packages to include copying shipping document for Accounting, filing shipping documents and tracking packages to verify on-time delivery.

• Puts postage on all outgoing mail and makes sure the mail gets sent

• Assists with special projects.

• Performs all other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Excellent communication / interpersonal skills.  Ability to communicate with internal and external customers in a pleasant manner.

• Knowledge of word processing and spreadsheet programs (preferably MS Word and MS Excel).

• Ability to use good judgment, use decision making skills, prioritize, be organized and pay attention to detail.

• Ability to handle confidential information

EDUCATION AND EXPERIENCE:

• High School diploma, GED or equivalent and/or training required. No prior experience necessary, but must be familiar with basic computer and data entry functions.

• 1 year of office experience preferred.

WORKING CONDITIONS

Standard office environment.