Business Operations Coordinator
5 days ago
Job Title: Administrative Assistant, Financial Services
About the RoleWe are seeking a highly skilled and detail-oriented Administrative Assistant to join our team at Financial Strategies Inc. in Longview, WA.
The ideal candidate will have excellent administrative skills, strong technology aptitude, and ability to work independently with minimal supervision.
Responsibilities- Prepare and process new account paperwork for advisors
- Send documents via e-signature to clients
- Create, edit, reset, and delete account view profiles for clients
- Manage and handle advisor notifications
- Setup meetings and maintain calendars
You will be responsible for providing exceptional support to our advisors, clients, and colleagues, ensuring seamless operations and maintaining confidentiality.
Requirements- Strong computer aptitude and proficiency in Microsoft Office applications
- Excellent communication and problem-solving skills
- Ability to work in a fast-paced environment with multiple priorities
- High school diploma or equivalent required; associate degree or above preferred
We offer a competitive salary of $21 per hour depending on experience. Our benefits package includes opportunities for growth and development, flexible working hours, and a dynamic work environment.
Please note that this is a full-time position with regular working hours from Monday to Friday, 9:00 am to 5:00 pm.
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