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SalaryJob Description
We are a local Investment and Financial Planning firm looking to add another motivated team member to our busy growing firm. This individual will be a dedicated Client Service Specialist / Administrative Assistant who will be the main point (phone, email, and in-person) for our client contact. We offer a fun, open and collaborative work environment and a great company culture. Our clients are some of the nicest folks in the world and you will love helping to take care of them!
Duties and Responsibilities (include but are not limited to):
- Answer incoming calls; Determine caller needs, and route calls to appropriate person
- Greet visitors, contact appropriate staff members for appointments and schedule meetings as needed
- Perform clerical and administrative duties
- Typing in correspondence and meeting notes
- Filing documents and maintaining client files
- Copying and scanning in documents
- Entering information into database
- Sending and opening mail
- Preparing, processing and following up on paperwork
- Prepare meeting documentation and print reports as needed
- Check forms for completeness and contact clients for necessary required information
- Calling clients to schedule appointments and confirm appointments
- Perform various miscellaneous tasks as assigned
Qualifications:
- 3 years of administrative / clerical duties
- Ability to operate a multi-line phone system
- Ability to create a positive work environment
- Ability to effectively function as a team player
- Ability to organize, prioritize and handle multiple tasks
- Ability to work required hours
- Ability to work under pressure and meet deadlines
- Ability to work on a regular basis
- Skill in effective verbal and written communication
- Skill in operating various office equipment including personal computer, fax machine, copier, etc.
- Skill in utilizing various software packages including Microsoft Office and database applications.
- Some college education preferred but not required
Job Type: Full-time
Salary: $19.00 - $25.00 depending on experience
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Brookfield, WI 53005: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 3 year (Required)
Work Location: One location
Job Type: Full-time
Pay: $19.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Customer service: 3 years (Required)
Work Location: In person
