Administrative Assistant

MAI Wealth Management, Inc.; Independence Township (OH); On-site; USD 45,000 - 60,000; Full time

Job summary

MAI Wealth Management, Inc. in Independence, OH is seeking an Administrative Assistant for a full-time clerical role. You will support managers and staff, handle daily office tasks, and help run administrative activities efficiently.

The position covers client and office support, scheduling, and document preparation, with duties including memos, mail, meetings, and greeting visitors. Requires a high school diploma and 2–3 years of experience; proficiency in Microsoft Office is essential.

Qualifications

• High school diploma or GED required; associate degree in business administration preferred.
• Minimum of 2–3 years administrative assistant or clerical experience.
• Proficient with Office Suite and Adobe PDF; basic online research skills.

Responsibilities

• Types and edits memos and letters as needed.
• Manages mail and deliveries (USPS, Fed Ex, UPS).
• Drafts emails and follow-ups; prepares meeting materials.
• Schedules appointments and coordinates meeting rooms.
• Acts as the point of contact for internal and external clients.
• Screens calls and maintains contact lists.

Skills

Organizational skills

Attention to detail

Teamwork

Education

High school diploma or GED

Associate degree in Business Administration (preferred)

Tools

Microsoft Office

Adobe PDF

Google Maps/Street View

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Administrative Assistant

Full Time Clerical Independence, OH, US

Salary Range: $45,000.00 To $60,000.00 Annually

GENERAL JOB DESCRIPTION

The Administrative Assistant performs a variety of administrative and clerical tasks and duties which include providing support to managers and employees, assisting in daily office needs, and managing general administrative activities in an efficient, accurate, and expedient manner. The individual in this role must be sensitive to our client needs, departmental needs, and have good working relationships when interacting with other teams and departments.

DUTIES AND RESPONSIBILITIES

The Administrative Assistant’s responsibilities fall into two areas of focus:

Clerical Support (25%)

• Types and edits memos and letters as needed.
• Manages incoming and outgoing mail; USPS, Fed Ex, and UPS deliveries.
• Drafts and edits emails and follow-up communications.
• Helps prepare meeting materials and general office documents.
• Schedules appointments and coordinates meeting arrangements, including conference room bookings.

Client and Office Support (75%)

• Acts as the point of contact for internal and external clients.
• Screens telephone calls and resolves or refers them as appropriate; maintains contact lists.
• Welcomes visitors and identifies the purpose of their visit before directing them to the appropriate department.
• Orders and maintains office supply inventory.
• Serves as the point of contact with the corporate workplace team for in-office space planning, as needed.
• Assists with team projects and events, as needed.

EXPERIENCE/CREDENTIALS

• High school diploma or general education degree (GED) required; associate degree in business administration preferred.
• Minimum of 2-3 years of administrative assistant, clerical, or sales support experience.
• Knowledge of office management systems and procedures.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Adobe PDF; Google Maps/Street View.
• Above-average computer literacy, including searching for information online, and a willingness to learn other software products.

COMPETENCIES

• Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.
• Highly organized, detail-oriented, and able to meet deadlines, while still maintaining flexibility to meet firm needs and follow-up as needed.
• Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
• Maintains absolute confidentiality of all information and safeguards firm data; maintains high ethical standard in all practices.
• Ability to handle critical internal relationships, including with the Management team, other departments, and employees of all levels.
• Willing to learn new procedures or skills, accept new projects and challenges, and pitch in to help others as needed.
• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.