Part Time Position

• Mondays, Tuesdays, Fridays
• 9 am to 5 pm (3 days a week/24 hrs. a week). That is the standard schedule, but if you are the right person, the times/days may be flexible depending upon your needs. For Financial Planning firm in Fruitland Park, FL. with a starting pay of $ 19.50 per hour.

• Duties:

• Answer and direct phone calls, take messages, and provide information as needed.
• Obtain forms from various websites and correctly complete the forms.
• Work directly under the manager and act as a personal assistant as needed.
• Check the status of work submitted and ensure it has been completed.
• Enter call data into the client database accurately and efficiently.
• Flexibility to cross-train and support a close-knit financial services team.
• Greet and welcome occasional visitors to the office in a professional and friendly manner.

• Experience:

• Previous experience in an administrative assistant/receptionist role is preferred.
• Strong organizational skills with the ability to multitask and prioritize tasks effectively.
• Excellent communication skills, both verbal and written.
• Familiar with using Microsoft Word.
• Confident typing speed of at least 25+ WPM
• Prior experience/comfort working in a setting where business-appropriate attire is standard Due to financial regulations, once you are hired, there is a fingerprinting and background check that must be passed before onboarding.

This position offers an opportunity to work in a Financial Planning Office, where you will gain valuable experience in administrative tasks in the financial field. If you are a motivated, positive, energetic, individual with excellent organizational skills, a professional appearance, and a strong attention to detail, we encourage you to apply.

Job Type:

Part-time Pay:

From $19.50 per hour

Benefits:

Flexible schedule

Experience:

Customer service: 1 year (Preferred)

Work Location:

In person