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Form of workJob Description
We are seeking an Office Assistant Customer Service to join our team! You will perform clerical and administrative functions in order to drive company success.
Responsibilities:
- Draft correspondences and other formal documents
- Plan and schedule appointments
- Help assist onsite guests
- Answer inbound telephone calls
- Develop and implement organized filing systems
- Perform all other office tasks
Qualifications:
- Previous experience in Customer Service or other related fields
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
Founded in 1994 to serve and educate retirees and pre-retirees. We are based out of Nacogdoches, Tx, and serve hundreds of clients throughout all of East Texas. The purpose of our firm is to assist clients in achieving the financial goals and objectives that are most important to them, by integrating all facets of the retirement planning and income planning process. Our team strives for excellence with quality customer care and devotion to our client's retirement goals. We know that retirement looks different for everyone, and tailor our focus according to individual needs.
WE BELIEVE THAT THE BEST WAY TO MAKE MONEY IS TO AVOID LOSING IT IN THE FIRST PLACE.
Here at Pineywoods Financial, we only focus on one thing: The needs of our clients. We pour every ounce of effort into developing, implementing, and monitoring investment strategies to help our clients meet their financial and lifestyle goals. We believe in thinking outside the box and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
WE BELIEVE THAT THE BEST WAY TO MAKE MONEY IS TO AVOID LOSING IT IN THE FIRST PLACE.
Here at Pineywoods Financial, we only focus on one thing: The needs of our clients. We pour every ounce of effort into developing, implementing, and monitoring investment strategies to help our clients meet their financial and lifestyle goals. We believe in thinking outside the box and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
