A well established Financial Services firm is looking for a Part-Time Administrative Assistant to help financial advisors with the day to day operations of the practice.
Ideal candidate must have a common sense approach to problem solving and have good writing and verbal skills along with basic knowledge of finance. . ..Must also have an outgoing and positive attitude with a great SENSE OF HUMOR that can acclimate with a lively office environment.
Responsibilities include:
-Managing incoming calls
-Greeting clients when they come in and offering refreshments
-Scheduling appointments with existing and prospective clients
-Creation of meeting summary letters
-Prep work for client meetings
-Data entry
-Assist with account set-up paperwork and letters
-Managing office mail
-Filing, copying emailing, faxing random documents
-Other administrative tasks as requested
Qualifications
-BA / BS in Finance preferred
-Series 7, 66 preferred. If not will sponsor for licenses
-Minimum 2 year's experience in Financial Services
-Must be a self-starter and be able to work both independently and in a team atmosphere
-Efficient with Microsoft Word Excel
-Must be a forward thinker
-Strong follow-up skills
-STRONG ATTENTION TO DETAIL
-Strong writing skills
-Great communication skills
-Must be a Peoples Person with a good sense of humor.
- Location: Greenwich, CT
- Compensation: $15 - $20 per hour DOE
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
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