Intermediate Financial Analyst
FLATTER INC
now
MCMicrosoft 365 Copilotdaily
CAChatGPT Advanced Data Analysisweekly
CLClaudeweekly
Washington, District of Columbia, USfinance$90K–95K
IL
Projected AI Stack
Based on our analysis of Secretaries and Admin Assistants positions
MCMicrosoft 365 CopilotEmail drafting, calendar management, document formattingdaily
CLClaudeResearch summaries, correspondence draftingdaily
GRGrammarlyProofread all written communicationsdaily
OTOtter.aiMeeting transcription and action item extractionweekly
Projected Workflow
How AI is expected to reshape this role
AI-assisted
Email drafting and schedulingMicrosoft 365 Copilot
Meeting notes and follow-upsOtter.ai
Document formatting and templatesMicrosoft 365 Copilot
Correspondence proofreadingGrammarly
Human-led
Office supply and vendor coordination
Visitor and phone management
Confidential document handling
This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Secretaries and Admin Assistants roles today.
About the role
Title: Office Admin
Location: Baltimore, MD
Duration:4+ Months
Brief Description of Services:
GENERAL JOB SUMMARY
- Analyze and interpret data as it relates to Administrative Services including Operations, Fiscal, Appeals, Legislative Services, and IT.
- Assists the Program Manager with research, and compiles data at the direction of the Program Manager. Analyzes and interprets the data with the Director and other program heads within the client's Department.
- Prepares statistical tables, charts and reports, and other spreadsheets. Reconcile vendor invoices submitted for payment.
- Assist the Program Manager with the formulation and distribution of the individual and group weekly meeting agendas and minutes.
ESSENTIAL JOB DUTIES
- Analyze and interpret data as it relates to Customer complaints including logging the information in a Google form or spreadsheet for tracking from the origination of the complaint to resolution.
- Assists the Program Manager with collecting, filing, and tracking daily, monthly, quarterly, and annual reporting requirements for all agencies. Complete a report scorecard for compliance reporting.
- Research and compile data at the direction of the Program Manager.
Analyzes and interprets the data with the PM.
- Assists with statistical tables, charts and reports, workflow charts, staffing patterns, and organizational charts, etc.
- Assist the Program Manager with the formulation and distribution of the individual and group weekly meeting agendas and minutes.
Interested in this role?
Apply on InstantServe LLC website →Listed on UpgradedJobs · Originally posted on ZipRecruiter
Similar roles
Hiring someone who uses AI daily?
Post your role and reach candidates with real AI skills.