Office Assistant for Financial Planning Firm (Bend)

Office Assistant for Financial Planning Firm (Bend)

18 Jul 2024
Oregon, Bend 00000 Bend USA

Office Assistant for Financial Planning Firm (Bend)

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We are seeking an Administrative Assistant to help in the day-to-day activities of our office. The primary focus of this role is to provide positive, helpful client interactions.

An ideal candidate for this position you would be:

• Skilled in written and phone communication

• Detail oriented

• Able to multitask and track multiple projects

• Proficient with Microsoft Excel, Word, and Outlook

• Confident with a computer and new technology

• Able to do basic office cleaning and upkeep

• Experienced in financial services and/or administrative positions

• Able to tolerate stress when busy

• Able to stoop, kneel and handle objects for filing, replacing water jugs, etc.

A typical day would consist of answering the phone, greeting clients, scheduling appointments, maintaining the office appearance, data entry, and preparing spreadsheets.

There will be a background check and fingerprinting as required in our industry.

Hours fluctuate between 32-36 hours. Pay: DOE. We do not offer health insurance at this time but try to make up for it by offering competitive pay and flexibility with your schedule. Preference given to those with a life/health insurance license.

Please send your resume and cover letter for consideration.

We’re excited about the continued success of our firm and look forward to having you be a part of it.

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Job Details

  • ID
    JC2565753
  • State
  • City
  • Full-time
  • Salary
    N/A
  • Hiring Company
    Oregon
  • Date
    2019-07-12
  • Deadline
    2019-09-10
  • Category

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