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Administrative
Office / Administrative Assistant
Sylvania, OH
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Financial Office Assistant - Part Time Bull Moose Retirement Planning Co. Sylvania, OH Job Details Part-time $14 - $17 an hour 1 day ago Qualifications Hospitality Office activity coordination Greeting customers Meeting scheduling Data management Financial services Mail processing Office phone management Full Job Description A financial advisory office on Main Street in Downtown Sylvania is growing and needs a part-time administrative assistant to help with the day-to-day office management. This job requires a warm and outgoing personality to greet clients and prospective clients who enter the office, as well as administrative skills to handle the appointment calendar, accept incoming calls and make outgoing calls. Additionally, must execute email and mail correspondence, input digital data for client accounts, and monitor client files for compliance with various financial industry regulations. Schedule appointments and field phone calls. Accurate completion and scrubbing of financial applications and industry-related paperwork. Assist with client support and client database management. Handle financial operational problems, such as issues with statements and transactions. General office upkeep.