Administrative Assistant/Receptionist (Part-time)

Administrative assistant/receptionist in a financial services office. Reports to Office Manager and Financial Advisor.

*This is a part-time position targeting 25 hours per week, with some hours/schedule flexibility that can be discussed (up to 30 hours/week).

**Attach a PDF of resume when applying.

Administrative Support responsibilities include:

• Managing calendar (including appointment scheduling)
• Fielding telephone calls, receiving visitors, handling of correspondence
• Maintaining client database using CRM software
• Completing administrative paperwork and tracking workflow
• Office organization, including scanning and electronic document filing

Skills/qualifications:

• Candidate must have high school diploma. Relevant experience preferred.
• Candidate must be proficient in Microsoft Office, Adobe
• Willing to learn new technology
• Detail-oriented and capable of multi-tasking; ability to identify and prioritize time-sensitive tasks
• Excellent listening, oral, and written communication skills
• Ability to build rapport over the phone with a wide range of clients
• Dedicated commitment to providing superior customer service with a focus on quality work

Job Type: Part-time

Pay: $20.00 - $23.00 per hour

Benefits:

• Paid time off
• Retirement plan

Application Question(s):

• What prior experience do you feel most prepared you for this role?

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person