Administrative Assistant

Job details

Salary

$14 - $18 an hour

Hiring Bonus - $1000 after 90 days of employment

Job Type

Part-time

Qualifications

• Administrative: 3 years (Required)
• Microsoft Office: 3 years (Required)
• Work authorization (Required)

Full Job Description

Part-time (15-20hrs/wk) Administrative Assistant

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Pinnacle Investment Advisors, a financial services firm in Troy, OH, has an opening for a part-time (15-20hrs/wk) Administrative Assistant. And this is far more than just another job opportunity!

Now, you’re probably wondering a little more about what we need, so here it is:

• Prior Office Management/Administrative Experience (Required)
• Proficiency with Microsoft Office suite (Required)
• Strong computer/organizational skills
• Strong attention to details
• High school degree (Required)
• Ability to communicate verbally and in writing
• Ability to learn and adapt to changes
• Must be a self-starter

Want some more specifics? If you join the Temple Financial Group team, here’s what you’ll be doing:

• Greet consumers on the phone and in person with a warm and welcoming approach
• Answer incoming calls and transfer all calls to the appropriate personnel
• Communicate with clients on behalf of financial advisor and firm
• Set and confirm calendar appointments
• Track prospect-to-client process
• Assist with coordination and execution of marketing campaigns and events
• Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
• Assemble meeting preparation documents pertaining to the client/prospect
• Collect all vital information for all paperwork
• Enter client information into the CRM system
• Assist in completing new account paperwork and annuity and life insurance applications
• Process new business applications with detail and accuracy and submit to appropriate carriers
• Obtain necessary documents and signatures from clients for carrier approval
• Track application process and new account set up
• Perform other clerical duties such as filing, photocopying, collating, faxing etc.
• Maintain and organize office files and documentation
• All other duties as assigned

Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we’re looking for!

Job Type: Part-time

Pay: $14.00 - $18.00 per hour

Expected hours: 15 – 20 per week

Schedule:

• Monday to Friday

Experience:

• CRM software: 5 years (Required)
• Microsoft Excel: 5 years (Required)
• Microsoft Word: 5 years (Required)

Work Location: In person

Salary : $14 - $18