Find & Apply For Brokerage Clerk Jobs in Cincinnati, Ohio

Position Overview We are looking for a detail-oriented and organized Office Business Assistant to support client meeting preparation, account paperwork, and day-to-day office operations. This role is important in helping our office stay prepared, professional, and efficient when working with clients and financial institutions. This is an in-person position and is not a virtual or work-from-home job. Only candidates who are willing and able to come to the office will be considered for an interview. This is a part-time opportunity, starting at approximately 2 to 3 days per week. Based on performance, reliability, and business needs, this role may expand into a full-time position in the future. Key Responsibilities

• Prepare files for client meetings by researching and gathering current account values for all client accounts held with our office.
• Create and update client profiles in our internal system.
• Create client profiles for client accounts when needed.
• Prepare new client meeting folders and make sure all necessary documents, forms, and account information are organized before meetings.
• Remind clients about upcoming meetings when necessary, preferably 24 hours before the scheduled appointment.
• Assist with completing applications in the system.
• Communicate with clients, potential clients, and financial institutions by phone or email to gather information, confirm details, and follow up on pending items. Work Environment and Schedule
• Candidates must be willing to come to the office for scheduled workdays. Candidates are expected to dress professionally..
• Candidates must have the ability to drive.
• The position will begin as part-time, approximately 2 to 3 days per week. Technical Skills Required
• Proficient in English.
• Comfortable communicating over the phone with clients, potential clients, and financial institutions.
• Proficient in Microsoft Word.
• Proficient in Microsoft Excel.
• Comfortable working with PDF documents.
• Comfortable using the Windows operating system.
• Able to organize and manage digital client files. Organizational Skills Required
• Punctual, reliable, and professional.
• High attention to detail.
• Checklist-oriented and able to follow step-by-step processes accurately.
• Ability to manage multiple tasks while staying organized and accurate. Preferred Qualities
• Strong communication skills.
• Professional phone etiquette.
• Ability to handle confidential client information responsibly.
• Willingness to learn financial services processes and office systems.
• Ability to work independently after proper training.
• Dependable transportation and ability to drive to the office.

How to Apply Candidates interested in applying for this position should email their resume to WSBCincinnatiFinancialCenter@gmail.com. Enclose a cover letter explaining why you are a good fit for this position. Summary This position is best suited for someone who is organized, detail-oriented, comfortable with documents and technology, and able to communicate professionally with clients and financial institutions. The role starts part-time, but there is potential for it to become full-time based on performance, consistency, and the needs of the office.

Pay:

$12.00 - $15.00 per hour Expected hours: No more than 16.0 per week

Education:

Associate (Preferred)

Experience:

Windows:

1 year (Required)

Language:

English (Required) Spanish (Preferred)

License/Certification:

Life & Health Insurance License (Preferred) Ability to

Commute:

Cincinnati, OH 45249 (Required)

Work Location:

In person