Administrative Assistant/Receptionist

Top Job

Located in Westerville, OH

Salary: $19 per hour

Administrative Assistant/Receptionist

Location: Westerville, OH | Evaluation to hire

Pay: $19.00 per hour

Schedule: Monday through Friday, 8:30 AM to 5:00 PM

A financial advisory firm in Westerville, OH is looking for a professional, dependable Administrative Assistant/Receptionist to support its branch office. You will help the managing director and clients by phone, email, and in person, and keep the office running smoothly and the client experience positive. The ideal person is polished, dependable, detail-oriented, and discreet with confidential information. Someone with front desk, office, or financial services experience would be a great fit.

What You'll Do

• Greet clients and answer the phone and email in a professional, friendly way

• Scan and upload mail and correspondence into the firm's CRM, and keep client records accurate and up to date

• Document client interactions and log and mail checks following set procedures

• Prepare and submit paperwork for new accounts and for insurance and annuity applications, making sure forms are complete and accurate

• Gather client records and prepare materials for advisor meetings

• Follow up with clients and partner firms to keep applications moving

• Handle confidential and sensitive information with care

What We're Looking For

• Strong attention to detail and accuracy

• Comfortable with computers and learning a CRM system

• Professional phone and email communication

• Organized, dependable, and discreet with confidential information

• Office or administrative experience; financial services experience is a plus

Requirements

• Must have a clean record, no misdemeanors

• Must pass a background check

• Must pass a drug screen

• Must dress in professional dress. You WILL be dealing with clients every day.

 

Apply Now