Quality Financial Concepts of Maryville, TN is seeking to hire a part-time Office Assistant to support our growing team. Quality Financial Concepts, a 40-year-old firm, is a full-service financial advisory firm providing retirement planning, investment management, estate planning, tax services, and insurance protection. The Client Service team handles all the paperwork to open new accounts and update existing accounts in an efficient, timely, and accurate manner and works closely with our clients. We are looking for a candidate who is eager and willing to grow into the role of Client Specialist.

RESPONSIBILITIES

• Provides exceptional and timely service to clients both in person and by phone
• Scanning and uploading applications and documents
• Updating client documents
• Creating files and filing documents
• Scheduling and confirming client appointments
• Creates and updates daily tasks and documents processes
• Organization and accuracy are top priority
• Ability to accurately document steps taken and conversations for each client
• Ability to adhere to compliance and regulation procedures

QUALIFICATIONS

• High school diploma
• Previous customer service experience preferred
• High attention to detail, a positive, can-do attitude, and willingness to work as a team
• Strong customer service skills
• Enjoys interacting with clients
• Excellent written and verbal communications skills
• High degree of flexibility to deal with a variety of situations
• Ability to handle multiple tasks at the same time
• Must have a clean background check and fingerprinting
• Strong technology and computer skills (MS Office Suite - Word, Excel, Outlook)
• Willingness to be a team player and assist the office where needed

This position pays a competitive hourly rate based on experience. We offer participation in our 401k (plus a match once eligible.) The typical schedule for this position is 20-25 hours per week. Monday through Friday during the hours of 8am to 5pm with flexibility. Additionally, we provide an exciting, challenging, and rewarding workplace and experience that offers advancement opportunities and working with a great team and we are a small, family friendly firm.

ARE YOU READY TO JOIN OUR TEAM?

If you are the right fit for the Office Assistant position, apply today so that we can review your information. Please email your cover letter and resume to resumes@qualityfinancial.com. We look forward to working with you!