Admin Assistant and Scheduler

6 days ago


Norwell, United States PAR Wealth Advisory Group Part time
Job DescriptionJob Description

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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