Administrative Assistant

Buck Financial Inc.

Job Description

Welcome to Buck Financial Inc., We are seeking a detail-oriented and proactive Financial Services Administrative Assistant to support our growing team. This role combines administrative support with client outreach responsibilities, including outbound calling and appointment setting. The ideal candidate is organized, professional, and comfortable communicating with clients in a financial services environment.

Responsibilities

Provide administrative support to financial representatives
Conduct outbound calls to prospective and existing clients
Schedule and confirm client appointments
Maintain and update client records and databases
Prepare documents, reports, and correspondence
Assist with client onboarding and follow-up communications
Manage calendars, emails, and office coordination tasks
Ensure confidentiality and compliance with financial industry standards

Requirements

Previous experience in administrative support, customer service, or financial services preferred
Strong communication and interpersonal skills
Comfortable making outbound calls and engaging with clients
Excellent organizational and time management abilities
Proficiency in Microsoft Office (Word, Excel, Outlook) and CRM systems
High attention to detail and ability to multitask
Professional demeanor and positive attitude

Benefits
Flexible Schedule###Mon-Fri Schedule###

Apply

Vacancy posted 2 days ago

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