What are the responsibilities and job description for the Office Administrator-Room for Growth position at Wessels Financial Services LLC?
Job Description
Job Summary:
We are seeking a detail-oriented and organized Office Assistant to support daily operations and ensure the smooth functioning of our office. This is an excellent opportunity for a motivated individual looking to grow their career in the financial services industry. The right candidate will have room to advance into other roles within the company as we expand.
Responsibilities:
Provide administrative support to the team, including scheduling meetings, answering calls, and managing correspondence.
Maintain organized records of client files, documents, and office inventory.
Assist with preparing reports, presentations, and other materials as needed.
Greet clients and visitors, ensuring a professional and welcoming experience.
Perform data entry and ensure accurate record-keeping in compliance with company policies.
Support team members with special projects and tasks as assigned.
Help maintain office organization and ensure a clean, functional workspace.
Qualifications:
High school diploma or equivalent (Bachelors degree preferred but not required).
Life/Health Insurance License (preferred But Not Required)
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Ability to multitask and work efficiently in a fast-paced environment.
A positive attitude, team-oriented mindset, and eagerness to learn and grow professionally.
Why Join Us:
Opportunity for professional growth and advancement within the company.
Exposure to the financial services industry and hands-on experience.
Supportive and collaborative team culture.
Job Summary:
We are seeking a detail-oriented and organized Office Assistant to support daily operations and ensure the smooth functioning of our office. This is an excellent opportunity for a motivated individual looking to grow their career in the financial services industry. The right candidate will have room to advance into other roles within the company as we expand.
Responsibilities:
Provide administrative support to the team, including scheduling meetings, answering calls, and managing correspondence.
Maintain organized records of client files, documents, and office inventory.
Assist with preparing reports, presentations, and other materials as needed.
Greet clients and visitors, ensuring a professional and welcoming experience.
Perform data entry and ensure accurate record-keeping in compliance with company policies.
Support team members with special projects and tasks as assigned.
Help maintain office organization and ensure a clean, functional workspace.
Qualifications:
High school diploma or equivalent (Bachelors degree preferred but not required).
Life/Health Insurance License (preferred But Not Required)
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Ability to multitask and work efficiently in a fast-paced environment.
A positive attitude, team-oriented mindset, and eagerness to learn and grow professionally.
Why Join Us:
Opportunity for professional growth and advancement within the company.
Exposure to the financial services industry and hands-on experience.
Supportive and collaborative team culture.