Job Description

Job description

Nautilus Financial Group is looking for an adaptable and personal problem solver who excels at leveraging his/her skills in planning, organizing and coordinating to increase the success of others. The ideal candidate will be decisive, resourceful, poised under pressure, and posses exceptional phone etiquette and technological proficiency, especially with Microsoft Office.

Responsibilities & Expectations

General administrative tasks: organize the advisor's schedule, set and confirm appointments, organize client files, prepare reports and proposals, pre-fill applications, process service requests, screen phone calls. Access and maintain the advisor's client relationship database Must be able to prioritize by both importance and urgency Ability to multitask See projects and tasks through completion and maintain accurate information for all paperwork and processes. Exceptional at managing own and others' time efficiently and effectively Keep appropriate people well informed of plans, progress, and decisions
Qualifications

At least 1 year of experience in the financial services/financial advising industry Proficiency in Microsoft365 programs Ability to quickly learn various software programs High attention to detail Ability to work under pressure Ability to work both independently and collaboratively Use discretion in handling confidential and sensitive information and situations High level of integrity Motivated self-starter
*This position will be for 30 hours per week.

Job Type: Part-time

Pay: From $20.00 per hour

Experience:

Financial Services : 1 year (Required)
Work Location: In person