Financial Services / Administrative Assistant (Entry Level, FT, In Person)
CrossleyShear Wealth Management CrossleyShear Wealth Management Merritt Island, FL Merritt Island, FL Full-time Full-time $38,000 - $45,000 a year $38,000 - $45,000 a year 6 days ago 6 days ago 6 days ago Financial Services / Administrative Assistant (Entry Level, Full-Time, In Person) Job Summary Front desk receptionist for a busy wealth management company.
Applicant will need to be able to handle several phone lines simultaneously.
DUTIES AND RESPONSIBILITIES Interacts daily on the phone and in person with prospective and existing clients in order to handle basic inquiries.
Greet clients and other hospitality duties.
Schedules client appointments.
Maintains calendars for several advisors.
Meeting preparation.
Fully maintains Financial Advisors calendar including personal appointments.
Other general clerical duties may include letters, forms, and spreadsheets assisting with servicing existing clients and prospects.
Sort and distribute all mail.
Handle maintenance issues and schedule repairs.
We are a small business all positions cross train and fill in as needed ensure smooth business operation in the event of an employee absence.
SKILLS AND SPECIFICATIONS Ability to analyze and research client account information.
Operation of standard office equipment and required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
Provides a high level of customer service.
Education/Previous Experience Requirements High School diploma required.
Two years similar job experience.
Working Conditions Professional environment.
Fast paced office.
Full time position.
In person position Job Type:
Full-time Pay:
$38,000.
00 - $45,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift
Experience:
Office:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Applicant will need to be able to handle several phone lines simultaneously.
DUTIES AND RESPONSIBILITIES Interacts daily on the phone and in person with prospective and existing clients in order to handle basic inquiries.
Greet clients and other hospitality duties.
Schedules client appointments.
Maintains calendars for several advisors.
Meeting preparation.
Fully maintains Financial Advisors calendar including personal appointments.
Other general clerical duties may include letters, forms, and spreadsheets assisting with servicing existing clients and prospects.
Sort and distribute all mail.
Handle maintenance issues and schedule repairs.
We are a small business all positions cross train and fill in as needed ensure smooth business operation in the event of an employee absence.
SKILLS AND SPECIFICATIONS Ability to analyze and research client account information.
Operation of standard office equipment and required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
Provides a high level of customer service.
Education/Previous Experience Requirements High School diploma required.
Two years similar job experience.
Working Conditions Professional environment.
Fast paced office.
Full time position.
In person position Job Type:
Full-time Pay:
$38,000.
00 - $45,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift
Experience:
Office:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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