Operations Administrator
Forsyth County Chamber Of Commerce
Job Title
Prepare account paperwork
Process account paperwork
Customer service requests
Print quarterly statements
Update quarterly client account spreadsheet
Email weekly market update letter
Email appointment requests
Mail thank you letters, birthday cards
Answer phone
Periodic reports to broker/dealer
Efficiency in Microsoft Office, knowledge of internet, knowledge in the investment industry a plus
28 hours/week Monday, Tuesday, Thursday, Friday 10am to 5pm. Additional hours available. Start immediately for training.
Vacancy posted 3 days ago
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