Financial Services Administrative Assistant Odyssey Wealth Management Group, LLC Spencer, MA Job Details Part-time $18

• $20 an hour 4 hours ago Benefits Paid time off Flexible schedule Qualifications Computer operation Serving clients Computer literacy Administrative experience Attention to detail Client services Organizational skills Financial services Typing Associate's degree Full Job Description About us Odyssey Wealth Management Group, LLC is a community based financial services firm.

We provide a broad range of Financial, Business, Estate and Retirement Planning Services as well as Insurance Solutions to Individual, Estate and Business Clientele. Come grow with us!

Responsibilities:

• Provide administrative support to ensure efficient operation of the office
• Answer and direct phone calls in a polite and professional manner
• Coordinate and schedule appointments and meetings
• Prepare and distribute correspondence, memos, and forms
• Assist in the preparation of regularly scheduled reports
• Maintain filing system and organize documents
• Order office supplies and maintain inventory
• CRM Management
• Perform data entry and update databases
• Assist with project coordination and tracking

Qualifications:

• Proven experience as an administrative assistant or relevant role
• Excellent typing skills and computer literacy, including proficiency in Microsoft Office365
• Strong organizational skills with the ability to multitask and prioritize tasks
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Professional phone etiquette and customer service skills
• Experience in the financial services industry is a plus Federal Background check is mandatory

Note:

This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Securities, Insurance and Investment Advisory Services are offered through Osaic Wealth, Inc. , Member FINRA/SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth . Insurance services may also be offered through Odyssey Wealth Management Group, LLC, who is not affiliated with Osaic Wealth, Inc.

Job Type:

Part-time Pay:

$18.00

• $20.

00 per hour

Benefits:

Flexible schedule Paid time off Application Question(s): Are you willing and able to pass a FINRA background check?

Education:

Associate (Preferred)

Experience:

Financial services: 2 years (Preferred) Client services: 2 years (Required)

Work Location:

In person