Urgently hiring
Job details
Salary $16 – $17 an hour
Job Type Full-time
Qualifications
- Experience:
- office, 3 years (Required)
- Location:
- Tarpon Springs, FL 34689 (Required)
Full Job Description
Fast paced financial planning firm seeks experienced, full-time Administrative Assistant/Receptionist with exceptional client service skills and a high degree of professionalism. You will be responsible for answering a multi-line phone system, maintaining client database, and assisting with customer relations. Must have an upbeat, energetic personality and be very comfortable speaking with clients.
We pride ourselves on having a warm, friendly environment for our clients and staff. We are excited about the opportunity to add a new member to our team!
Key responsibilities
- Greet clients and serve refreshments (modified to comply COVID-19 recommendations)
- Answer multi-line phone system
- Maintain existing client database
- Respond to client inquiries and concerns
- Make changes to existing accounts (address, billing, beneficiaries, loan requests)
- Assist partners with general administrative duties
- Participate in client events throughout the year
- Schedule client office appointments and virtual workshops
- Assist in the preparation of reports and statements, and new client materials
- Track and provide status updates on new cases and funds transfers
- Work closely with advisors to schedule and prepare for client events and workshops (virtual)
- Attend client events and workshops; interact with clients to ensure we are delivering a positive overall experience (suspended indefinitely due to COVID-19)
Job Skills and Qualifications
- Previous experience working in a tax, insurance, or investment office preferred
- Ability to effectively communicate in person, by telephone and email – must be able to compose professional letters
- Positive attitude and extraordinary client service skills
- Exceptional Team player
- Organized; attention to detail; ability to prioritize
- Adept in the use of Microsoft Excel, Word and Outlook
- ACT database experience a plus but not required
- Must act and dress professionally at all times
Job Type: Full-time
Pay: $16.00 – $17.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- office: 3 years (Required)
Location:
- Tarpon Springs, FL 34689 (Required)
Application Question:
- What is your preferred salary range?
Company’s website:
Work Remotely:
- No
COVID-19 Precaution(s):
- Temperature screenings
- Social distancing guidelines in place
- Sanitizing, disinfecting, or cleaning procedures in place
