Reception/Administrative Assistant

About us: We are a financial advising firm and have been in business since 1984. We have a group of 8 advisors and we are continuing to grow. To learn more about us, please feel free to visit our website: www.jbawealth.com

Position Title: Administrative Assistant/Appointment Coordinator

Job Status: Part-Time (25 hrs/week +/-) Position is Monday-Friday, approximately 12pm - 5pm. No nights, weekends or holidays!

Compensation: $17.00/hr - $19.00/hr DOE

Job Summary: We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. The ideal candidate should have excellent oral and written communication skills. Job duties to include: Implement administrative systems, procedures, and policies, maintain client relations, data management, reception, support multiple advisors’ individualized needs and monitor and conduct administrative projects.

Essential Responsibilities:

• Reception, including direct and personal contact with clients and advisors. Greet each customer with a smile and do everything possible to answer his/her questions in a friendly and professional manner or refer them to someone who can.
• Handle traffic flow through office.
• Maintain an accurate record of client information and clients’ specific requests.
• Maintain rapport with clients, advisors, and staff.
• Processing, filing and scanning of various company documents, organizing handouts and mailings.
• Support client and advisor concerns.
• Answer incoming phone calls.
• Schedule client appointments for a group of 8+ advisors.
• Be able to complete complex tasks with minimal supervision.
• Work in an honest and ethical manner, maintaining confidence on all business related matters.

Qualifications: Microsoft Office: Excel, Word, and Outlook. Must be able to pass drug screening, background and credit check.

Competencies: Flexibility, Integrity, Initiative, Communication skills, Optimism, Organization, Professionalism, Strong work ethic, Patience, A good sense of humor.

Skills: Clerical administration, Client relations, Data entry, Excellent written and oral communication skills, Attention to detail.

Education and Experience Preferred: Two years administrative experience and/or Associates or Bachelor’s degree in related field. Compensation is Depending on Experience. More details will be discussed in detail during initial interview. Please include a detailed cover letter and résumé with your response. We look forward to hearing from you.

Requirements: Must be able to pass background check, drug test and credit check.

Job Type: Part-time

Pay: $17.00 - $19.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• Paid time off
• Retirement plan

Schedule:

• Day shift
• Monday to Friday
• No nights
• No weekends

Experience:

• Administrative Assistants & Receptionists: 2 years (Preferred)
• Customer service: 2 years (Preferred)

Work Location: In person