Objective: This position performs moderately complex administrative and client services tasks for our CPA, Financial Advisor, staff and clients.
Key Tasks/Duties:
Duties include but are not limited to the following: Answering the phone, greeting visitors; screening and/or selectively referring callers; supporting clients by providing services in account management and technical support; creating marketing pieces and coordinating compliance approval as well as implementing marketing plans; maintaining client databases and compiling information to prepare reports using appropriate software; and performing special projects as requested.
Minimum Qualifications:
- 1 to 2 years related experience (administrative, customer service, marketing) or equivalent education
- Microsoft Office
Competencies:
· Communication
· Customer Centric
· Initiative
· Work Quality
· Relationship Building
· Learning & Understanding the Business
· Be able to learn how to scan documents into PDF format
· Work with Microsoft office, consisting of Word, Excel, PowerPoint, Access and others.
· Answer Phone and schedule client appointments
· Pick up supplies as needed
· Mail documents as needed
Pay: $10.00 - $14.00 per hour
Benefits:
- Flexible schedule
- Paid time off
- Retirement plan
Ability to Commute:
- Corpus Christi, TX 78412 (Preferred)
Work Location: In person
