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We are a financial firm, looking to expand and add a staff member. Our firm's mission is to create a welcoming environment, that opens the world of life insurance and retirement planning up to everyone, without individuals feeling afraid to discuss and plan for their future. The office is newly renovated, with a prime location, and we are striving to become an active member of the community.
As a member of the team, you will experience a friendly and supportive working environment. We are looking for someone who not only brings something to the table, but has the willingness to learn and grow with us.
This position would be on a part-time basis, with the potential to turn into a full-time position based upon review.
The team member would be:
- Assisting with fielding/directing incoming calls from clients, who may want to schedule appointments or need assistance with current plans.
- Reaching out to our clients (Phone/Email) to schedule meetings to be held both in the office and off site.
- Greeting and assisting clients throughout their visit to the office.
- Maintaining the look and image of the office.
- Helping to maintain confidential client paperwork, and client database (Both paper and digitally).
- Preparing outgoing correspondence
- Communicating often with staff members, who are located in the larger corporate offices.
- Asked for assistance from time-to-time with current projects, larger client engagement campaigns, events, and helping organize client workshops.
Requirements:
- College education or prior administrative assistant experience
- Excellent written and verbal communication skills
- Reliable transportation.
- Must present themselves with both Business Professional and Business Casual attire.
- Must be able to pass a background check
- A person who considers themselves a Scheduled/Organized person, but can be flexible to accommodate partners and clients.
- Attention to details
- Strong organizational and multi-tasking skills
- Excellent capabilities with computers, including but not limited to: Microsoft Office Suite, Outlook, Sales Force (or willingness to learn), Google Chrome, Calendar.
- Knowledge of working general office equipment (Fax, Printer, Phones, etc.)
- BONUS: Experience in social media marketing, or traditional marketing campaigns.
If you meet all the requirements, believe you can bring skills to the table, and are excited about learning and growing professionally, then we look forward to scheduling an interview with you! Please contact us via the reply email button.
