10 Jun
Nebraska,
Omaha / council bluffs
, 68102
Omaha / council bluffs
USA
Vacancy expired!
Title: Office AssociateLocation: Omaha, NEDuration: 6 Months contract Roles and Responsibilities:- Answer incoming calls, greet visitors, and maintain office supplies including marketing and new account opening materials.- Assist Financial Advisors (FA) and Client Associates (CA) with clerical/administrative assistance such as mass mailings or coordinate vendor/wholesaler events.- Accurately record all checks, securities and/or coupons received from clients and ensure that they are credited to the proper accounts.- Maintain a high level of confidentiality. Required Skills:- Minimum of 1 year office or customer service experience (including internships, part-time positions)- Basic computer skills including Microsoft Office- Basic understanding of financial services- Good verbal and written communication skills.- Detail orientated, strong math and organizational skills- Able to work effectively in a fast-paced, deadline-oriented environment- Strong customer service skills Nice-to-have- Associate's degree or Bachelor's degree- Able to manage multiple demands and competing priority
Vacancy expired!
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