Administrative TEAM Member Position (Pensacola, FL) (Pensacola, FL)

Administrative TEAM Member Position (Pensacola, FL) (Pensacola, FL)

25 Jul 2024
Florida, Pensacola 00000 Pensacola USA

Administrative TEAM Member Position (Pensacola, FL) (Pensacola, FL)

Vacancy expired!

Pensacola financial services firm is looking for a full time or part time addition to an advisor support team in its Pensacola office. This position is designed to support their financial strategy practice and assist in managing clients' business. Any applicant will need to be comfortable with client relations/services, schedule management, account monitoring, and personal assistant responsibilities.

CONSIDERATIONS:

-Should be self-motivated, well organized, and VERY detail oriented

-Should have an ability to work well in a team setting

-College degree or progress preferred

-MUST pass financial and criminal background check

-Excellent phone skills and customer service

-Excellent verbal and written communication skills including grammar,

punctuation, proofreading, and spelling

-Office experience with MS Office suite, Excel, and QuickBooks preferred

-Proficiency in using web based software and self-instruction

-Some experience in social media management a plus

-Should be a self-starter

-Should enjoy problem solving

-Should be goal oriented

-MUST show a great level of responsibility for work and outcomes

Job Details

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