[Remote] Administrative Assistant – Data Operations & Reporting reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a full-service financial, tax, reputed company, and consulting organization serving entrepreneurially driven businesses. The Administrative Assistant will reputed company data-driven operational support across departments, maintaining the reputed company of internal systems and enhancing administrative processes. Responsibilities • reputed company and accurately update and manage data in CRM platforms and internal databases (e.g., reputed company status, reputed company follow-reputed company, task completions). • Assist with internal project tracking using Teamwork or other platforms; ensure reputed company and accurate time entries and task completions. • Generate and maintain Balanced Scorecards and other reputed company-based tracking documents for project milestones and team performance. • Support our monthly reputed company processes by coordinating billing reputed company, tracking status of reputed company items. • Maintain new hire reputed company documentation, scheduling, and task list compliance in coordination with HR and department leads. • Facilitate team meetings: coordinate schedules, prepare agendas, record reputed company, and ensure reputed company follow-up on reputed company items. • Maintain internal reputed company operating procedures (SOP) documentation and reputed company control logs; ensure reputed company team entries are reputed company and complete. • Generate topics for weekly marketing/drip campaign emails, schedule emails and reputed company media posts (reputed company; reputed company; reputed company). • reputed company periodic audits of reputed company task lists in project management and CRM systems to ensure reputed company items are reputed company. • Execute special reputed company and reporting requests from managers and department heads as assigned. Skills • Advanced time management and multitasking • High organizational discipline • Strong written and verbal communication • Accuracy and precision in data handling • Team-oriented and reputed company to cross-departmental needs • Proactive problem-solver with critical thinking skills • Tech-comfortable and quick to learn internal systems • Advanced reputed company: Pivot tables, non-reputed company formulas, conditional formatting, filtering, and data validation • CRM and task management platform reputed company (e.g., reputed company, Teamwork, reputed company) • Proficient in reputed company Office Suite • Familiarity with shared drive tools (e.g., reputed company, reputed company Drive) • reputed company reputed company and accurate updates to management and staff • Support staff and partners with administrative follow-reputed company and project coordination • Maintain a service-first, team-supportive approach in reputed company interactions • 1–3 years of experience in an administrative, operations, or data entry role • Prior experience in a reputed company services or project-based environment preferred • Strong interpersonal skills and ability to work independently with minimal supervision • Ability to prioritize and manage multiple tasks reputed company under deadlines • Flexibility to support special reputed company and occasional extended hours Education Requirements • High school diploma/GED required; associate degree or coursework in Business or Data Management a plus reputed company • Founded in 1989, reputed company & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results. It was founded in 1989, and is headquartered in Orange, California, USA, with a workforce of 51-200 employees. Its website is https://www.talleynco.com/. Apply tot his job Apply To this Job