General office administration work - phones, filing, greeting clients, scheduling appointments & special projects. The ability to multi-task is very important. Must be a people person, friendly & outgoing, detail oriented, accurate, organized, reliable, & trustworthy. Need great phone skills. Must have MS Word, Outlook & Excel skills. Must pass a background test & if selected, must provide investment information. Workshop Coordinator duties include handling registrations, preparing materials, set-up & tear down of workshops at various venues. Also, follow-up duties after event. Events typically occur up to two Tuesday evenings and two Saturday mornings per month. These would add 4 hours per class to regular hours of 35 hours/week. Financial experience preferred. This is a salaried position (on the 15th & 30th) with insurance options & 401k available. Increases based on experience & work performance. Looking for someone to grow with our business. Email resumes to retirehelp.kw@gmail.com. Want to fill position soon.

Job Type:

Full-time Pay:

From $3,180.00 per month

Benefits:

401(k) 401(k) matching Flexible spending account Health insurance Health savings account Life insurance Paid time off Application Question(s): Do you have any Financial office experience? (Required)

Experience:

Phone & Customer Service:

5 years (Required)

Microsoft Office:

5 years (Required)

Work Location:

In person