To apply for this job, follow this link https://app.smoothhiring.com/candidate/apply-job/HYB0002-RUEN?ps=clp
About Us
Hybrid Financial is a Leading Financial Services company in Texas
Criteria
· Two years of experience as an administrative clerk.
· 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
Duties
· Pull files for the day
. Service existing client accounts
· Answer phones, route calls, take messages
· Order necessary supplies for the office
· Keep file drawers organized and neat
· 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
Position Type
Full-time
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/candidate/apply-job/HYB0002-RUEN?ps=clp
