Provide administrative and clerical support for a Financial Advising Firm. This position will support various main office functions including: preparing correspondence, answering phones and greeting clients, monitoring office inventory and ordering supplies, scheduling appointments and maintaining calendars, maintain electronic filing system and various other assignments as needed. We are seeking a candidate who is interested in a long-term opportunity and growing with the company.
Qualifications:
- Computer skills, proficient with MS Office applications (Word, Excel, Outlook)
- Strong organizational skills
- Excellent verbal and written communication skills
- Previous successful experience in an office environment
- Excellent interpersonal skills
- Ability to maintain confidentiality
Workday: Part-time (Potential to move to full time in the future)
Summary
As a Client Service Representative, you will be instrumental in fostering strong customer relationships and delivering exceptional service to our clients. Reporting to the Client Services Manager, your core skills in customer relationship management and communication will be essential in addressing client inquiries and resolving issues effectively. Your proficiency in Microsoft Office and organizational skills will aid in managing client accounts and projects efficiently. Join us to make a meaningful impact in a supportive team environment.
Job Type: Part-time
Pay: $15.00 - $20.00 per hour
Work Location: In person
