06 Apr
Office Administrator Needed
Oregon, Medford-ashland , 97501 Medford-ashland USA

Small, investment firm in downtown Ashland is looking for a part time office administrator to work approximately 3-4 hours a day (preferrable in the afternoon but we can be flexible), 5 days a week.

The person we are looking for should be an organized self-motivator who is also a good problem solver. They should be able to:

Work independently and also with a small team

Multi-task

Have good communication skills

Be computer literate, including proficiency in Microsoft Office (word and excel specifically)

Have a willingness to learn about the financial industry

Prior experience in the financial industry is a plus as well as exposure/experience with a client relationship manager (CRM – we use Red Tail), but we are also willing to train the right person. Future growth within the company is possible.

Duties Include:

Greeting clients

Answering phone calls and routing to proper person

Processing tasks for clients and filling out appropriate paperwork

Client communication

Document filing/scanning/uploading

Keeping track of office/printer supplies

Helping clients and advisors with money distributions, account openings, etc.

Keeping the office tidy, dusted, plants watered, etc.

Start date: Approx. May1st

Please send a resume AND cover letter to marigny@astreetfinancial.com.


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