Part-Time Administrative Assistant
6 days ago
Pines Financial Group, Inc. is seeking a part-time (24-30 hours per week) Administrative Assistant to join its dynamic team. This role offers an exciting opportunity for a self-motivated and resourceful professional to support all aspects of the operation.
Estimated Salary Range:$18-$22 per hour, commensurate with experience.
Key ResponsibilitiesWe are looking for a detail-oriented individual to ensure the smooth operations of our day-to-day practice while providing superior customer service to existing clients and prospects. The ideal candidate will be able to learn our financial management systems and master new software for investment reporting.
- Service and support clients for two Registered Investment Advisors
- Provide general customer support and administrative duties
- Complete and process new business applications, account set-up and maintenance
- Handle day-to-day client calls, transactions and problem resolution
- Assist in preparing presentations for current and prospective clients
- Gather account values and complete client review summary for upcoming appointments
To be successful in this role, you must possess:
- A professional and polite demeanor with clients via telephone and email
- The ability to meet deadlines and approach problem solving with resourcefulness and creativity
- Excellent written and verbal communication skills
- Well-developed organizational and project management skills
- Experience working in a high-energy, fast-paced environment
Previous experience working in the financial services and/or investment industry is a plus. If you have a strong background in Excel, PowerPoint, Word, and Outlook, that's a definite bonus.
Please submit your availability along with your resume for consideration.
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