Financial Services Administrative Assistant

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Located in Olympia, WA

Salary: DOE

Express is now hiring for a Financial Services Administrative Assistant at a financial consulting company based out of Olympia, Wa. This is an evaluation to permanent opportunity. The schedule will be Monday-Friday 8:00AM-5:00PMThe compensation for this position will be DOE.

 

The ideal candidate will be open to being trained and coached to success. They will be outgoing, sharp with a computer and a self starter. There is a ton a of room to grow with this company and they have a great office culture. The new member of the team will be chosen in a panel interview with the office staff.

 

 

Job Duties:

  • Communicating professionally and timely with all clients, prospect clients and team on a daily basis using Microsoft Outlook and other forms of communication.
  • Must be well versed on how to answer a phone in a courteous and professional manner.
  • Complete data processing and input from one database to another efficiently and accurately. Attention to detail is REQUIRED.
  • Interact with clients and partners in face to face meetings and telephone conferences

 

Job Requirements:

  • Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training, or equivalent combination of education and experience is required.
  • Series 7, 63, 65 and/or 66 is preferred but not required.
  • Experience working within a Financial Services office as well as knowledge of investments, financial operations, insurance, trusts, bank products, and financial planning are required.
  • Pass criminal background check and drug screen

 ** Applicants without Financial Services Office and Administrator experience will not be considered for this position**

Interested? Give us a call/text today: 360-357-7195

Email your resume to: Ashley.Stone2@expresspros.com

Apply directly: www.expresspros.com/olympiawa OR "ExpressJobs" App

 

NO RECRUITING FEE!

Express Office: Olympia
1120 Harrison Avenue Northwest
Olympia, WA 98502
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