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Now viewing: Marketing & Financial Administrative Assistant-Part to Full time
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Fenger Financial, PLLC in Mesa/Gilbert
Marketing & Financial Administrative Assistant-Part to Full time
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Job Description
Busy Christian CPA & Financial Planning firm and Dave Ramsey ELP in Mesa has an opening for a Marketing and Financial Administrative Assistant. Opportunity for advancement to grow and develop your skills while working in a professional environment.
Description of Position:
Looking for someone with integrity and a strong work ethic in addition to the following skills: Preparing new account paperwork to set up brokerage accounts and annuities Assisting with distribution paperwork for clients Calling leads from a script, qualifying them, and directing them to the CFP Answering phones and scheduling appointments Contacting clients and managing financial planning and tax seminars & luncheons Handing out tax returns and collecting payment Maintain office supplies and office equipment Prepare client files, and input clients into database Prepare forms for LLC set ups including filings and processing Processing credit card payments Must be willing and able to pass a background check Other duties, as assignedSkills Required:
Professional appearance Courteous and professional skills greeting clients Outgoing personality High level of proficiency with Microsoft Office programs (Excel, Word, Outlook) Ability to learn other software used in firm Detail oriented and exceptional organizational skills Ability to multi-task and work independently Adaptable to change and ability to learn new skills Previous administrative experience in a professional firm CPA or CFP firm experience a plusExperience:
Two years of administrative assistance in a professional business Qualified candidate must send a resume.Job Type:
Part-time toFull-time Pay:
$20.00-$25.00 per hour (depending on experience)Benefits:
Bonuses Schedule:
8 hour shiftExperience:
Microsoft Excel and Word:
2 years (Preferred)Work Location:
In personPay:
$20.00 - $25.00 per hour Application Question(s): Have you worked for a financial planning firm before?Work Location:
In personBenefits
- Dental Insurance