Office Assistant (Cordele, Ga)

Financial Office Assistant
Tax Office Assistant
(Financial Services Firm)
Our client’s Financial Wealth Management & Tax Firm located in the Cordele, GA area is looking to add a key employee to the Team. They are seeking a professional Financial Office Assistant / Tax Office Assistantwho is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a “team player” mentality. If you want to join a Financial Services & Tax Team that has experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS

• 2+ years of Administrative Support experience in a fast-paced, professional office environment
• CRM / Office Software experience (Example: Salesforce, Redtail, DocuSign, Adobe, Etc.)
• Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
• Video Meeting Application experience (Example: Zoom, Go-To-Meeting, Skype, etc.)

PREFERRED QUALIFICATIONS

• 1+ year of Financial Services, Tax/Accounting, Banking or Insurance experience is a plus
• College Degree in Business Administration, Finance, or related field of study is a plus
• SIE (Securities Industry Essentials) Certification is a plus

ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. In providing excellent client service as a Financial Office Assistant / Tax Office Assistant you will:

• Greet clients in a warm, friendly manner by phone, video, email, etc.
• Initiate and track client paperwork and account transactions effectively (Example: New/Existing account paperwork, tax filing progress, transfers, contributions, etc.)
• Follow up on pending business with companies, clients and regulatory entities
• Complete various industry specific administrative tasks within established filing and paperwork timelines/deadlines
• Update CRM System and client data to reflect the most current and accurate information
• Ensure inquires and concerns are addressed and resolved, achieving expected service levels
• Provide both pre/post Client Meeting Support for the Financial Advisor(s) / CPA(s)
• Provide thorough, high-quality research, problem solving and issue resolution
• Ensure client business flow and communication expectations are met, providing effective, high-quality service for clients
• Manage data updates on Website, Social-Media and/or Marketing Communications as needed
• Assist with scheduling, communications and participate in company / client events as needed
• Manage Financial Advisor(s) / CPA(s) calendar appointments, travel, meetings, etc. as needed
• Assist in monitoring Financial Advisor(s) / CPA(s) emails, calls, communications as needed
• Develop effective working relationships with the Financial Advisor(s) / CPA(s), company staff, and vendors to ultimately provide effective, high-quality service for clients

REQUIRED SKILLS

• Excellent interpersonal, written, and verbal communication
• Ability to prioritize projects and manage time
• Self-directed initiative and follow through
• Excellent organization & administrative support skills
• Ability to thrive in a fast-paced, but fun office environment
• Ability to adapt as situations or business demands change
• Excellent customer service and client-centric mindset
• High level of confidence, perseverance, and a desire to succeed in a goal-oriented environment
• Attention to detail and ability to closely follow office processes & policies related to office operations
• Willingness and desire to be part of a team environment and learn through a mentoring relationship
• Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION

• $40,000 - $55,000 Annual Compensation
  *Based Upon Experience, Licensing and/or Certifications*
• Monday-Friday Work Schedule + Great Work/Life Balance
• Competitive Suite of Benefits + 401k w-Match + Profit-Sharing
• Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client’s Financial Office Assistant / Tax Office Assistant position in the Cordele, GA area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To “Opt-Out” of these communications, please reply “STOP” to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!