Looking for a new team member to work in a financial advisory practice as an assistant. Responsibilities include: client service, office organization, data management. Job requirements include: excellent grammar/proofreading skills, effective oral/written communication skills and proficiency in Microsoft applications. Professionalism and attention to detail are important. Part-Time to start with the ability to go full time in the future. Schedule has flexibility. Helping other advisors in the office.
Administrative Duties:
- Scheduling
- Answering and routing phone calls
- Liaison between home office team and advisor
- Task and client workflow management
- Paperwork processing
Setting:
Ergonomic Workspace:
Hours per week:
Work Location:
Schedule:
Typical end time:
Typical start time:
Job Types: Full-time, Part-time
Pay: $22.50 - $25.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Education:
Ability to Commute:
- Seattle, WA 98101 (Required)
Ability to Relocate:
- Seattle, WA 98101: Relocate before starting work (Required)
Work Location: In person
