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To apply for this job, follow this link https://app.smoothhiring.com/apply/HYB0002-5E8J?ps=clp
About Us
Hybrid Financial is a Leading Financial Services company in Texas
Criteria
· Two years of experience as an administrative clerk or an appointment setter.
· Two years of experience with Microsoft Word and Excel.
· Computer skills a must.
· Can work with little or no supervision.
· Dependable and prompt.
· Business attire a must.
· Able to pass a background check
Position Type
Full-time
May work potentially 4-6 evenings out of the month to assist with dinner seminars 4:30 PM – 9:00 PM, (includes your dinner).
Duties
· Pull files for the day
· Answer phones, route calls, take messages
· Order necessary supplies for the office
· Keep file drawers organized and neat
· Schedule appointments & manage calendar
· Order letterhead, business cards, etc. when necessary
· Enter client data into CRM
· Take care of any special projects assigned
· Greet clients
· Organize any company meetings, events, parties, etc.
· Send birthday, get well, thank you cards, etc. whenever necessary
· Follow-up with prospects from various leads
· Complete seminar preparations
· Sign in guests for seminars
Compensation
up to $100k per year depending upon experience
Benefits
Matching 401K
Life insurance and Aflac
To apply for this job, follow this link https://app.smoothhiring.com/apply/HYB0002-5E8J?ps=clp
