What are the responsibilities and job description for the Administrative Assistant position at FMS Financial Services, Inc.?
Join us as an administrative assistant to our Financial Advisors, where you’ll play an essential role in supporting our team and ensuring smooth operations across various departments. This is an exciting opportunity for a detail-oriented individual who thrives in a collaborative environment and is eager to make a meaningful impact. We’d love to hear from you if you’re organized, proactive, and ready to grow with us. We work out of several local credit unions and banks and have several different locations available in the area with flexible schedules available. Competitive hourly rates.
Job Responsibilities and Tasks:
- Manage daily administrative tasks, including answering phones, scheduling, and organizing documents.
- Data Entry into our CRM database
- Assist in project management by tracking deadlines and facilitating communication.
- Handle expense reporting, invoicing, and basic accounting tasks.
- Liaise with vendors and clients, providing excellent customer service.
- Maintain office supplies and manage inventory.
Required Skills and Qualifications:
- Proven experience as an administrative assistant or similar role.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook.)
- Excellent organizational and time-management skills.
- Strong communication and interpersonal abilities.
- Ability to work independently and as part of a team.
Job Type: Part-time
Ability to Commute:
- Sheboygan, WI (Required)
Work Location: In person