Clerical Assistant (Remote)

: Company Description

We're an insurance agency that provides comprehensive financial and health planning services to help clients achieve their financial objectives.

We are in need of a Clerical Assistant to perform a variety of administrative tasks around our office. In this position, you will answer phones, maintain our calendars and file systems, and handle any invoicing duties. You will also be responsible for scanning important documents and performing data entry. Our ideal applicant has experience as a receptionist, strong phone skills, and familiarity with both office and vendor management software, such as Microsoft Outlook and CyberGRX. Office administration experience that goes beyond reception is also beneficial.

Clerical Assistant Duties and Responsibilities

Answer phone calls from clients and vendors Invoice clients and resolve invoices from vendors Maintain our file system Keep an office calendar Serve as the receptionist when guests arrive

Qualifications

A high school diploma or GED certificate Strong organization and phone skills Reception or office administration experience Computer proficiency

Additional Information

All your information will be kept confidential according to EEO guidelines.