Office Assistant For Financial Services Firm

Fast paced financial planning firm seeks experienced, full-time Office Assistant with exceptional client service skills and a high degree of professionalism. Candidate must be able to work effectively with other staff members, clients, and the Advisors. This position requires attention to detail, excellent organization and follow-thru and the ability to multi-task.

RESPONSIBILITIES AND ACTIVITIES:

• Answering multiple phone lines
• Scheduling and confirming appointments and lunches
• Greeting clients
• Serving refreshments
• Entering information into database as needed
• Sorting and distributing mail
• Filing
• Performing various miscellaneous tasks as assigned

KNOWLEDGE, SKILLS AND ABILITIES:

• Positive attitude and extraordinary client service skills
• Exceptional Team player
• Experience in operating various office equipment, including personal computer, fax machine, copier, etc.
• Skill in using various software packages including Microsoft Office and database applications
• Ability to handle multiple tasks and operate within tight deadlines

APPLY IN PERSON: 910 Old Camp Road, Ste 90, The Villages, FL 32162.

Job Type: Full-time

Experience:

• Phone System: 1 year (Preferred)
• Microsoft Office: 1 year (Preferred)

Work Location:

• One location