Administrative Assistant
1 month ago
Job Summary:
We are looking for someone who takes pride in their work and wants to become an essential part of making our organization a success. This office environment supports a branch office with one financial professional and external professionals. Your organizational skills and general desire to meet the needs of others is the key to the success of this office.
We highly value commitment, reliability, trustworthiness and the ability to keep all information confidential. This is a thriving practice that will need your assistance to transition to the next level.
Position Responsibilities
- Ability to follow instructions
- Desire to learn about the industry
- Ability to pass FBI background check and be fingerprinted
- Prepare client paperwork accurately and in a timely manner with mínimal supervision
- Maintain client files and update client information as instructed
- Assist in scheduling appointments, virtual meetings, and overall office organization
- Assure secure practices are adhered to regarding all personal and proprietary client account information
- Answer phones and communicate clearly and respectfully with all clients and vendors
- Complete office tasks, such as filing, generating reports and presentations, setting up for meetings, and reordering supplies
- Follow up with insurance and investment company representatives
- Generate reports, document office processes, create marketing pieces, and conduct research
- Greet and assist office visitors
- Anticipate office needs to ensure office is running smoothly
Skills and Experience Required
- Ability to communicate basic business terms and concepts
- Strong understanding of Social Media usage
- Strong understanding of basic financial vocabulary and jargon
- Meticulous and demonstrated organizational skills
- Strong internet and financial research skills
- Strong advocate of customer service principles and practices
- Strong computer skills, in particular Excel, Word, and PDF creation
- Experience working with phones and proper phone etiquette
- Experience in a financial office or administrative setting
- Proficiency with Microsoft Office Suite products
- Ability to work with mínimal instruction and an overall sense of awareness
- Demonstrated troubleshooting and analytical skills
- Demonstrated initiative-taking ability
- High School Diploma
- Some college required
**Job Types**: Full-time, Part-time
Pay: From $18.46 per hour
Expected hours: 30 - 36 per week
**Benefits**:
- Flexible schedule
- Tuition reimbursement
Schedule:
- Day shift
- Monday to Friday
Work Location: In person
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