Company Overview
Financial firm offering investments, retirement, estate, and tax planning services.
Summary
Administrative Assistant/ Data Entry Specialist is vital in supporting our team by managing administrative tasks, and by keeping records in pristine order, while working efficiently and maintaining strict confidentiality.
Responsibilities
- Verify the accuracy and completeness of data against source documents and correct any errors.
- Update existing records and maintain up-to-date client and account information
- Organize, label, and maintain electronic files.
- Accurately inputting and update completing information into CRM.
- Manage schedules and coordinate appointments using Microsoft Outlook Calendar.
- Handle correspondence, phone calls, and client inquiries with professionalism.
- Prepare financial documents and reports using Microsoft Office.
- Process time sensitive and confidential information.
- Maintain organized filing systems
- Maintain proper follow ups.
- Front desk duties including greeting clients and managing multi-line phone systems.
Qualifications
- Proven experience in administrative support within a financial or professional services environment.
- Proficiency in Microsoft Office.
- Strong organizational skills and attention to detail
- Excellent communication skills and professional phone etiquette.
- Ability to handle multiple tasks efficiently under pressure.
- Experience with DocuSign or similar electronic signature platforms is a plus.
Pay: From $18.00 per hour
Benefits:
Experience:
- Professionalism: 3 years (preferred)
Work Location: In person
