What are the responsibilities and job description for the Administrative Assistant position at Infinity Wealth Counsel, LLC?
Job Overview:
We are seeking a detail-oriented and organized Office Assistant to support our daily operations. The ideal candidate will have experience with Microsoft Word, Outlook, and Excel and will assist with administrative tasks such as sending client paperwork, scheduling meetings, and maintaining records. Discretion and confidentiality regarding client information are essential.
Key Responsibilities:
- Provide friendly and professional service to clients
- Prepare and send paperwork to clients
- Schedule and coordinate meetings
- Maintain organized records and files using CRM
- Assist with other administrative tasks as needed
Qualifications:
- Professionalism and confidentiality
- Proficiency in Microsoft Word, Outlook, and Excel
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks efficiently
- Excellent communication and interpersonal skills
Preferred Skills:
- Prior experience in professional office setting (Financial/Legal/Accounting/Insurance)
- Knowledge of financial concepts/terminology
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 10 – 20 per week
Schedule:
- No nights
- No weekends
Work Location: In person
Salary : $20 - $25