Administrative Assistant in Bellingham- $12-$13/hour
Administrative Assistant position available for a reputable Financial Planning office in Fairhaven!
In this position you will be responsible for client communication, both verbal and written. This position is the first and sometimes primary contact with clients therefore, this position must maintain those relationships by delivering superior customer service, problem solving, and follow-up skills.
This is a temporary to hire position.
Specific responsibilities will include:
-Gather statistics on existing investment products
-Provide or obtain updated client information
-Troubleshoot problems and assist with compliance related duties
-Submit and follow up on necessary paperwork
-General clerical duties
As well as any and all other duties as assigned
-Requires an associate's degree or its equivalent with at least 1 years of experience in the financial services field or office setting.
-Strong writing & verbal communication skills
-Knowledge of MS Office and all its tools (MS Word, Excel, Outlook)
-The ability to multi-task, organize and complete projects
-The ability to create a professional document using notes from others
-Working knowledge of financial services products such as Mutual Funds, Alternative Investments, Stocks, Distributions, & IRAs -The ability to properly handle confidential information
-The ability to integrate specific compliance procedures when executing all other required duties
If you feel you are a good fit for this position please call Kalyn at 360-671-1977 or send your resume to [Click Here to Email Your Resumé]
Manpower - Bellingham/Mountain West