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Assistant to Financial Advisor

Location : Athens, OH
Reference Code : 3907B
Hours : Part Time
Travel : No
Relocation : No
Job Industry : Banking - Financial Services

Job Description :
An established institution is seeking a qualified assistant to their financial advisor, located in Athens, Ohio. Will assist with new account paperwork processing, schedule and confirm appointments, distribute weekly and monthly email newsletters, order and maintain office supplies, process mail, answer telephone, and general office duties as assigned. 

 

This is a temporary-to-direct, part-time position (about 30 hours per week), hiring immediately. The schedule is Monday through Friday, 9 a.m. to 3 p.m. Pay is commensurate with experience. 
Required Qualifications :
Must be self-motivated, have polished customer service skills, be highly organized, and have excellent communication skills, both written and verbal. Must be computer literate, with specific understanding in MS Excel and Powerpoint. Must have some project management experience. Those with social media skills are strongly preferred. HS diploma required. Some college or degree preferred. 
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