Administrative Assistant & Scheduler

HuttoDean Financial Advisors

Job Description

We are seeking an Administrative Assistant & Scheduler to join our team! You will perform administrative functions in a professional office, superior communication skills are a must, this position is the first point of contact for our over 800 clients.

Responsibilities:

Draft correspondences and other formal documents
Plan and schedule appointments for QUALIFIED referrals via telephone/email
Coordinate in-office and zoom client reviews
Daily updates of Customer Relationship Management (CRM) system
Answer inbound telephone calls
Create new, & update existing, EndTab filing systems
Perform all other office related tasks

Qualifications:

Previous experience in office administration or other related fields
Ability to prioritize and multitask
Some CRM & MS Office experience mandatory
Excellent verbal communication skills
Strong attention to detail & self-motivated
Strong organizational skills

\nCompany Description

Company Description

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Vacancy posted 24 days ago

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