What are the responsibilities and job description for the Office Assistant - Financial Firm - Gainesville, GA position at Advisor Employee Services?
Office Assistant (Part-Time)
Do you enjoy utilizing organizational, customer-focused skills, while handling the everyday occurrences in a successfully operating office? Our established planning firm, Anderson Advisors in (Gainesville, GA) is looking for a part-time Office Assistant to play a key role in running and coordinating the day-to-day operations in the office.
We are a dog-friendly office and our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader who is looking to utilize and share your skills and ideas, please apply today!
Minimum Requirements:
Putting up client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
Do you enjoy utilizing organizational, customer-focused skills, while handling the everyday occurrences in a successfully operating office? Our established planning firm, Anderson Advisors in (Gainesville, GA) is looking for a part-time Office Assistant to play a key role in running and coordinating the day-to-day operations in the office.
We are a dog-friendly office and our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader who is looking to utilize and share your skills and ideas, please apply today!
Minimum Requirements:
- HS Diploma
- 2 years of experience managing a busy office
- Intermediate to advanced skills with MS Office Suite
- Ability to prioritize projects and manage time
- Provide outstanding customer service
- Excellent communication; both verbal and written
- Good nature, positive attitude
- Self-directed initiative
- A desire for continuous learning
- Ability to adhere to complex regulatory and compliance requirements
Putting up client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Answer phones and greet clients in a friendly, warm manner
- Record notes from client conversations in an accurate manner into CRM
- Set appointments with clients and assist the Advisor with calendar management
- Maintain office filing system, both paper and electronic
- Various industry-specific tasks
- General backup support for all other positions consisting of varied tasks as needed
- $16-$20/hr based on experience
- PTO
- Tuesday, Wednesday & Fridays – 20-24 hours
Salary : $16 - $20