What are the responsibilities and job description for the Administrative Assistant position at Forman Investment Services?
Job Overview
We are seeking a highly organized and proactive Administrative Assistant to join our team. This role is essential in ensuring the smooth operation of our office and providing support to our Financial Advisors. The ideal candidate will possess strong office management skills, exceptional client service abilities, and a keen attention to detail.
Duties
- Manage the front end daily office operations, including scheduling appointments, maintaining office equipment, and coordinating calendars.
- Provide clerical support such as filing documents, data entry, faxing, scanning, managing correspondence, and completing account paperwork.
- Serve as a personal assistant to executives by coordinating meetings, preparing materials, and generating forms.
- Handle client calls/emails with professionalism and efficiency, ensuring a positive experience for all clients.
*
Experience
- Previous experience in office management or as a personal assistant is preferred.
- Strong client service skills with the ability to communicate effectively with diverse individuals.
- Proficient computer literacy, including familiarity with Microsoft Office Suite and CRM Systems.
- Experience in clerical tasks such as filing and data management is essential.
- Knowledge of financial services.
- Series 7 is helpful but not necessary.
Join our small, family-owned team and contribute to creating an efficient work environment while helping clients build wealth.
Job Type: Full-time
Pay: $18.64 - $19.73 per hour
Benefits:
- 401(k)
- Paid time off
Schedule:
- 8 hour shift
Ability to Commute:
- Columbus, IN 47203 (Required)
Work Location: In person
Salary : $19 - $20