Overview
Administrative Assistant Jobs in Frederick, MD at MidAtlantic IRA, LLC
Full Job Description
Come join MidAtlantic IRA, LLC in Historic downtown Frederick, Maryland. Enjoy working in a cool renovated building from the late 1800’s with lots of exposed brick. This small, growing business has a fun, collaborative, family focused culture where we work off each other’s strengths. Learn about this unique world of Self-Directed IRAs while providing administrative support for this company and others that the owners own.
To be successful as an Administrative Assistant, you should have excellent time management skills, be a self-starter and be able to multi-task and prioritize work. A top-notch Administrative Assistant is well-organized, has excellent written and verbal communication, and can maintain good relationships with our clients and team members. This position offers a great opportunity to learn about the Self-Directed Retirement industry and to grow with our companies.
TASKS INCLUDE:
· Answer and direct phone calls
· Provide ongoing customer service via telephone and email
· Work closely with clients to process opening account paperwork along with transfers In & Out
· Confirm wires & ach’s
· Close out transaction paperwork
· Carry out administrative duties such as data entry, scanning, filing, typing, copying, binding, etc.
· Sort and distribute the mail
· Assist with Accounts Receivable as needed
· Maintain computer and manual filing systems
· Contribute to team effort by accomplishing related results as needed
· Cover the reception desk when required
· Handle sensitive information in a confidential manner
· Provide polite and professional communication
QUALIFICATIONS:
High School Diploma, some college preferred
3+ years of experience
Technically savvy. At the minimum – proficient in Office 365 – Outlook, Word, Excel & PowerPoint. Adobe Acrobat. Quickbooks Enterprise, Zoho skills a plus.
Must be detail oriented, be able to work under the pressure of deadlines & switch hats quickly.
Industrious self-starter with a continuous improvement mindset
Strong analytical and problem-solving skills
Must possess an open mind and be adaptable to new tasks and procedures
Excellent verbal and written communication, and organizational skills
Must have exceptional interpersonal skills, demonstrate high level of self-awareness, professionalism, and integrity with all internal and external parties
Job Location: Frederick, MD.
Other: Applicants must be able to pass a drug test and background investigation. Applicants must be authorized to work in the United States on a full-time basis for any employer.
About MidAtlantic IRA, LLC
MidAtlantic IRA, LLC is an IRA administration firm that offers a full range of self-directed retirement accounts including Traditional, Roth, SEP, Simple and Individual k Plans. Self-Directed IRAs from MidAtlantic IRA, LLC provides investors the freedom to invest their IRA monies in real estate, private stock placements, gold/silver, notes, oil/gas and other alternative investments. Started in 2004, MidAtlantic IRA, LLC is a growing firm dedicated to delivering superior IRA administration services to its clientele. Please visit our website at www.midatlanticira.com.
Job Types: Full-time, Part-time
Expected hours: 30 – 40 per week
Schedule:
8 hour shift
Monday to Friday
Ability to Relocate:
Frederick, MD 21701: Relocate before starting work (Required)
Work Location: In person
Title: Administrative Assistant
Company: MidAtlantic IRA, LLC
Location: Frederick, MD
Category:
