THE WORK

Communicate with clients to set up meetings, assist with requests, collect and enter information, and follow up on tasks Maintain electronic files and client information database Prepare paperwork and track processing Suggest improvements to existing processes and help create new ones Pitch in on other administrative tasks and projects as needed

THE QUALIFICATIONS

Proficiency in Microsoft Office (especially Outlook and Excel) and ability to quickly learn new technology Extreme attention to detail Extreme ownership (do the right thing, get stuff done, take responsibility, be proactive, take pride in your work) Time management, prioritization, and organizational skills Ability to maintain confidentiality Experience maintaining files and information databases Experience in financial services and/or client service role

THE BENEFITS

Competitive pay based on experience Flexible work schedule Fulfilling work (we serve the best clients!) Free financial planning

THE APPLICATION PROCESS

Please complete the form and upload your resume. We will respond to your submission to let you know if you've been selected for an interview - there's no need to call or drop in. Please note that a background check and credit check will be required.

Job Type:

Part-time Pay:

$18.00 - $22.00 per hour Application Question(s): What makes you a great fit for this position?

Experience:

Customer service: 2 years (Preferred) Ability to

Commute:

Fairlawn, VA 24141 (Required)

Work Location:

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