Office Administrative Assistant
Sonoran Creek Financial Advisors
Job Description
Job Description
We are seeking an Office Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success. We are a Financial Services and Estate Planning organization.
Responsibilities:
- Correspondences and other formal documents
- Plan and schedule appointments and events
- Greet and assist onsite guests
- Answer inbound telephone calls
- Outbound telephone calls to drive appointments
- Develop and implement organized filing systems
- Perform all other office tasks
- Compliance duties with Home Office
- Work with Financial Advisors and Attorneys servicing clients needs
Qualifications:
- Previous experience in office administration or other related fields
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
- Reliable Transportation
- Computer skills (Word, Excel, CMS)
Financial Services/Investment Experience a plus.
Company DescriptionSmall Financial and Estate Planning Firm. You will work with seasoned advisors in a professional setting, working with clients to assist in documents, account openings, appointment setting (no cold calling!), etc.
Company Description
Small Financial and Estate Planning Firm. You will work with seasoned advisors in a professional setting, working with clients to assist in documents, account openings, appointment setting (no cold calling!), etc.
Vacancy posted 1 day ago
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