Office Assistant - Financial Firm - Gainesville, GA

Office Assistant (Part-Time)

Do you enjoy utilizing organizational, customer focused skills while handling the everyday occurrences in a successfully operating office? Our established planning firm in Gainesville, GA, is looking for a part-time Office Assistant to play a key tole in running and coordinating the day-to-day operations in the office.

Minimum Requirements:

HS Diploma

2+ years of experience managing a busy office

Intermediate to advanced skills with MS Office Suite

This position requires that you possess the following skills:

Ability to prioritize projects and manage time

Provide outstanding customer service

Excellent communication; both verbal and written

Good nature, positive attitude

Self-directed initiative

A desire for continuous learning

Ability to adhere to complex regulatory and compliance requirements

Responsibilities:

Putting up client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:

Answer phones and greet clients in a friendly, warm manner

Record notes from client conversations in an accurate manner into CRM

Set appointments with clients and assist the Advisor with calendar management

Maintain office filing system, both paper and electronic

Various industry-specific tasks

General backup support for all other positions consisting of varied tasks as needed

Salary :

$16-$20/hr based on experience

Benefits:

PTO

Hours:

Tuesday, Wednesday & Fridays ( 20-24 hours)