Administrative Assistant
Job Description
Our ideal candidate will be organized, comfortable working in a fast-paced environment and good with clients. The position provides the opportunity for the right candidate to help the financial planner grow the planning practice. Key Responsibilities: \xc2\xb7 Preparing paperwork for clients \xc2\xb7 Ensures completion of business transactions and investments \xc2\xb7 Prepare for client meetings on a weekly basis \xc2\xb7 Maintains client database and vendor lists \xc2\xb7 Resolves client issues properly and in a timely fashion \xc2\xb7 Completes projects as they are assigned \xc2\xb7 Interacts with associates and clients in a courteous and respectful manner to create a consistent, predictable, positive work atmosphere. \xc2\xb7 Acts on office priorities in a proactive way. Education and Skill Requirement: \xc2\xb7 High School degree required. Associate\xe2\x80\x99s or bachelor\xe2\x80\x99s degree preferred. \xc2\xb7 Problem solving skills \xc2\xb7 Office experience a plus \xc2\xb7 Industry experience a plus \xc2\xb7 Knowledge of Microsoft Outlook, Word, and Excel Part Time Position-20 Hours Weekly This opportunity is paid on an hourly basis and salary is determined by a candidate\xe2\x80\x99s level of experience and industry knowledge. Equal Opportunity Employer Job Type: Part-time Pay: $25.00 - $28.00 per hour Schedule:
- Monday to Friday
- Financial Admin working with Financial Advisor: 1 year (Preferred)
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Job Detail
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Job IdJD4273582
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationRockland, MA 02370, United States
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EducationNot mentioned