Administrative Assistant

Administrative Assistant

Fast-paced, close-knit team looking for organized, detail-oriented person to provide superior customer service for financial services office. This role would serve as first point of contact for most client daily needs. There will be a high level of interaction involving connecting with people and handling them with care. Looking for a can-do attitude, self-starter, who is willing to assist in all functional areas as the business needs. Looking for an individual with a positive attitude who can work cooperatively in a professional courteous team environment. This is not a remote position. This is a smoke-free environment. Must pass background check.

Abilities/Responsibilities:

Work 9 a.m. to 1 p.m.

Utilize outstanding phone etiquette to build rapport with and engage clients

Organize and prioritize work under pressure to meet multiple deadlines

Develop resources to problem solve

Following through with items to verify completion

Maintain customer database, files and logs

Strong attention to detail to ensure accuracy and completeness of all forms and documents

Run reports and prepare documents for appointments

Qualifications:

Minimum high school diploma

Must have 2 years of customer service experience in a professional office

Proficient in Word, Excel, Outlook and be able to learn navigating new systems

Exceptional customer service skills

Excellent and consistent written and verbal skills

Previous financial services experience helpful

Emotional maturity to maintain professionalism

This is part-time contract position that may build into a full-time contract position based on performance and business needs. If you are a high performing individual who enjoys maintaining client relationships and thrives in a team environment, we want to hear from you!

Please email resume, work history and contact information to kschell@wradvisors.com.