September 20, 2022

A local financial advisor is seeking a responsible Administrative Assistant to perform a variety of administrative and clerical tasks.  Duties of the Administrative Assistant include providing support to the financial advisor, assisting in daily office needs and managing general administrative activities in support of clients.  This is a long term, part time position.
 
Requirements of the Administrative Assistant: 
  • Working knowledge of office equipment, like computers, printers, fax and phone systems.
  • Proficiency in MS Office (MS Outlook, Word, Excel, in particular) and use of the internet.
  • Ability to work with a confidential back office client account system.
  • Confident in interacting with back office service center and technical support to problem solve.
  • Able to prioritize work.
  • Attention to detail.
  • Problem solving skills.
  • Excellent written and verbal communication skills.
  • High School diploma.
  • Experience in financial services a plus.
Benefits of the Administrative Assistant: 
$17.00-$20.00 an hour, depending on experience.
Mon-Thurs:  9am-3:00pm, 30 min lunch.
Fri:  9am-1:00pm
Paid NYSE Holidays
Two weeks paid vacation annually, after 1 year.

Responsibilities of the Administrative Assistant: 
  • Telephone and front desk reception.
  • Write and distribute email, correspondence, faxes and forms.
  • Prepare and make bank deposits.
  • Assist in the preparation of regularly scheduled reports.
  • Act as the point of contact for clients.
  • Other duties as assigned.
 
O2 Employment Services is an Equal Employment Opportunity Employer. Reasonable accommodations may be made to enable individuals with disabilities or sincerely held religious beliefs to perform the essential functions of the position. This job appears on the O2 Staffing job board and Simpson University job board. 
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