Financial Assistant

2 weeks ago

Centennial, United States Financial Services Full time
Job DescriptionJob Description

Office Manager/Financial Assistant

Smart, friendly, self-motivated person needed in busy financial planning branch office in south metro area. Must be able to work independently, be comfortable interacting with clients, and have strong attention to detail. Series 7 license not required, but would be beneficial. Proficiency with Microsoft Office Suite and Excel spreadsheets a must, along with ability to learn in- house software systems. Training provided.

Duties include:

  • Greet clients and answer phones
  • Prepare account documents
  • Process financial transactions
  • Run financial reports
  • Client problem resolution, such as statement questions and help with online access
  • Maintain client database
  • Follow compliance standards
  • Manage office systems, including copiers, phone systems, etc.
  • Provide general office management (organizing, ordering supplies, managing mail, accepting deliveries)
  • Overall, ensure office runs smoothly

The ideal candidate will have:

  • Experience in a highly professional setting
  • Experience in office management/administration/finance
  • Upbeat, positive attitude to provide outstanding customer service and relationship building skills
  • Excellent verbal and written communication skills
  • Computer proficiency, including Microsoft Office Suite, especially Excel
  • Ability to track projects from initiation to completion of a period of weeks
  • Strong attention to detail and Solid organizational skills

Qualified applicants, please send a resume with cover letter and salary requirement to:

Newjobfinancialassistant@outlook.com

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