What are the responsibilities and job description for the Administrative Assistant position at CoSource Financial Group, LLC?
Team CoSource is looking for an administrative assistant in our Thibodaux, LA office! If you or someone you know is a detail oriented and task driven person, this may be the firm that you will call home!
CoSource Financial Group is a financial advisory frim specializing in Employer Sponsored Retirement Plans. www.cosourcefinancial.com
The team member will need to be very organized, able to be professional on the phone and in written communication with clients, good with computers and Microsoft office programs and must carry a can-do attitude!
The team member will be responsible for scheduling financial advisor meetings, coordinating client review meetings, answering phones, scanning documents, documenting client files in our client database, etc…
Responsibilities:
- Draft correspondences and other formal documents
- Plan and schedule appointments
- Greet and assist onsite guests
- Answer inbound telephone calls
- Develop and implement organized filing systems
- Work with our clients on distributions
- Perform all other office tasks
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
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
Schedule:
- 8 hour shift
Work Location: In person
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
Schedule:
- 8 hour shift
- No nights
- No weekends
Ability to Commute:
- Thibodaux, LA 70301 (Required)
Ability to Relocate:
- Thibodaux, LA 70301: Relocate before starting work (Required)
Work Location: In person
Salary : $40,000 - $45,000