Admin Assistant and Scheduler
6 days ago
Administrative Assistant and Scheduler (Part-Time) for the PAR Wealth Advisory Group.
Location: Norwell, MA.
The PAR Wealth Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC is a growing, fast-paced Personal Financial Planning Practice on the South Shore of MA. The group is seeking a detail-oriented person with excellent interpersonal skills, who will communicate effectively and enthusiastically with Clients while positively representing the Team PAR Brand.
Position Functions Include:
· Provide outstanding customer service and relationship building skills through positive, helpful, friendly interactions via electronic correspondence and phone
· Correspond with clients to schedule and confirm meetings in a friendly, professional, and timely manner
· Manage multiple Advisor calendars
· Answer calls as front-line Brand Ambassador to assist with client requests
· Greet clients and extend hospitality to deepen client relationships
· Assist President and CEO (Owner) in administrative tasks and projects
Required Skills and Strengths:
· Excellent interpersonal and communication skills (phone, in-person, email)
· Proven scheduling experience and ability to effectively manage several calendars
· Professional, hospitable, friendly demeanor and customer service skills
· Thrives in multi-tasking environment (phones, greeting clients, managing project deadlines
· MS Outlook, Word, Excel proficiency, and Data-base management and Computer/ Internet skills
· Proven time management, organization skills, and attention to detail
· Sincere willingness to be hospitable and support Clients and Team members
Education and Experience requirements:
3+ years of calendar management and scheduling experience. Hospitality industry experience a plus.
Additional Information:
Part-time position (20-25 hours per week). Potential for more hours in future. M-F from 1:00 p.m. – 5:00 p.m. This is a non-exempt, hourly position. Compensation: $24-28 per hour.
COVID-19 Precaution(s):
- Personal protective equipment provided or required
- Social distancing guidelines in place
- Virtual meetings
- Sanitizing, disinfecting, or cleaning procedures in place
Hours per week:
- 20-25
Typical end time:
- 5PM
Typical start time:
- 1PM
Work Remotely
- No
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