Part-time Office Assistant
Job description
Job Summary
This role provides critical support to the financial professional(s) and undertakes functions to ensure that the business development, operational, and office management are carried out effectively and efficiently.
Job Responsibilities
- New business processing
- Existing business servicing
- Client data management
- Financial Planning data input
- Outlook calendar management
- Client scheduling
- Meeting preparation – reporting, paperwork retrieval, etc.
- Office compliance maintenance
- Agent licensing management
- ADHOC
Job Skills & Qualifications
- Microsoft Office: Outlook, Word, Excel, Powerpoint
- General financial services industry knowledge
- General product knowledge
- Exceptional customer service
- High attention to detail
- Clear communication abilities
- Strong organizational skills
Preferred Experience
- Wealthscape
- Money Guide Pro
- Salesforce
- Box
Job Type: Part-time
Pay: $16.00 - $20.00 per hour
Benefits:
- 401(k)
- Flexible schedule
- Paid time off
Schedule:
- Day shift
Ability to commute/relocate:
- Atlantic, IA 50022: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- High school or equivalent (Preferred)
Work Location: In person
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