Office Administrative Assistant

Are you an unusually organized and creative thinker? Do you naturally take pride and ownership and track details to completion? Are you a passionate worker who believes anything worth

starting is worth measuring? Do others describe you as a key player?

The Executive team at Integrity Financial is looking for someone who has experience working in an Insurance and/or Financial Planning office or any other related industries such as Legal, Real estate, Mortgage and Etc.

Responsibilities

·        Customer Service – working with current our client base (statements, account info)

·        Answering incoming phone calls and making outbound calls to clients and venders

·        Scheduling and confirming appointments for Advisors

·        Managing conference room calendar – appointments and workshops

·        Greet Clients, offer coffee and refreshments

·        Manage Executives Calendar using Google calendar

·        Manage incoming and outgoing mail

Qualifications

• Previous experience in a Financial Planning and Insurance office or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills - Is a naturally gifted communicator
• Strong attention to detail
• Strong organizational skills - Able to Multi-task so well that plate spinners look on with awe
• computer and tech savvy - Able to use Jedi mind tricks so Excel does all sorts of cool things Microsoft never intended!
• Sets a goal then takes action to conquer it!
• Willing to lift boxes, clean floors, and hold doors if that’s what it takes to get something done
• Know how to use Google calendar like a pro
• Believes in having fun - Works hard but also like to have F.U.N. while getting things done!
• Is always learning, growing, and being stretched
• Be prepared to bring your personality with you all day, every day.