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Administrative Assistant

Location:
Salary:
Valley View, OH
$28-$35K DOE

Responsibilities

Independence area financial planning and wealth management company has a unique opportunity for an Administrative Assistant. A very appealing schedule is offered as the hours are Monday-Thursday 8am-4:30pm and Friday 8am-12:00 noon so, you can get an early start on the weekend and enjoy a great work/life balance. Person will be handling phones as needed, providing administrative tasks such as memo’s, letters, correspondence so familiarity with Microsoft Suite is required. Ideal candidate is outgoing, friendly and customer service focused. This person will also work with companies’ clients as a liaison in coordinating appointments and helping to foster the relationship. Other duties include maintaining client files, data entry for all new clients and new business services. Assist with research and someone who wants to forge a career in the financial services industry is a huge plus. Candidate will also assist in special projects as needed and helping put together presentations. Company offers room for growth and is seeking that energetic, motivated, ambitious, outgoing diamond in the rough.

 

Requirements: Strong organizational skills and attention to detail, excellent communication skills both verbal and written, ability to prioritize a broad range of responsibilities, strong computer skills with the Microsoft Office Suite and any database management is a plus. A four -year degree is a plus or relevant experience would suffice.

 

Company offers paid time off, which includes vacation, sick days, personal days (3 weeks the first full year). Medical insurance including dental and vision, 401K plan as well as a company retirement plan after one year with a generous company

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