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SalaryJob Title: Office Assistant
Looking for a part-time financial planning assistant, which will lead to full-time salaried position. The candidate will have an interest in the financial planning industry, specifically tax, retirement, and estate planning. You should also be able to pick up ideas and responsibilities quickly and be able to run with them without constant supervision.
General Support:
- Support advisor in pre-client meeting preparation and post-client meeting processing work as well as do the work personally
- Attend client meetings; take, assemble and transcribe notes relative to action items, tasks and decisions made during appointments.
- Assist with signature collection from clients, copying of documents or other tasks required during client meetings
- Monitor and follow up with all action items from client meetings
- Monitor and follow up with all work related notes with advisors/clients
- Schedule client appointments according to work or Advisory Report mailings
- Be able to maintain a regular weekly work schedule, which will coordinate with your college’s class schedule
- Assist with document scanning
- Maintain client files in appropriate order
- Respond to client inquiries and assist with client request to provide the highest level of client service
- Maintain appointment calendar according to Planner’s protocol
- Assist with incoming/outgoing calls when needed
- Assist with answering client questions when needed
- Assist with workshops, seminars and client educational events
Minimum Requirements:
- Excellent written and verbal communications skills; strong typing and note taking skills, including being able to transcribe client meeting notes efficiently and accurately
- Superior customer service skills
- Advanced level computer skills; strong knowledge of Microsoft Office Suite
- Exceptional organizational skills; ability to multi-task in dynamic environment
- Comfort with being a "team player" and doing whatever is needed, big or small
- Professional appearance and demeanor
- Well-developed interpersonal skills
- Attention to detail with a perfectionist’s eye
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 24 per week
Education:
- High school or equivalent (Preferred)
Ability to Commute:
- Bethesda, MD 20814 (Preferred)
Work Location: In person
