drjobs Office Administrator (Part-Time) - Financial Firm - Meridian, ID

Office Administrator (Part-Time) - Financial Firm - Meridian, ID

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1 Vacancy
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Job Location drjobs

Meridian, ID - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Office Administrator Part Time
Advance your career and truly make a difference. We have an exciting opportunity for a caring organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.
We are excited to announce an openpart-time positionat our growing retirement planning firm inNampa ID. We are seeking an Office Administrator with recent administrative experience. The main role is to manage Advisors calendars follow up with clients and support events. We are looking for a team player who believes in our mission statement and will work diligently to help serve our clients.
Minimum Requirements:
  • 2-5 years of administrative experience preferred
  • Great phone and computer skills
  • Confident in abilities in learning software calendars etc.
  • Taking initiative and completing tasks without being asked or reminded
  • Strong attention to detail required
  • Strong work ethic and follow through
  • Ability to prioritize and efficiently manage timelines of projects/tasks
  • Experience with a CRM preferred
Personality/Character Traits:
  • Cheerful positive attitude
  • Problem solver
  • Patient and slow to anger/frustration
  • Accountable and professional
  • Good manners courteous
  • Integrity honest
  • Confidence to handle constructive criticism
  • Kind and understanding of others
  • Eagerness to learn
  • Humble
Key Responsibilities:
  • Manage newsletter
  • Schedule client appointments
  • Complete appointment reminders
  • Event organization and execution
  • CRM software management
  • Help with education events including registration reminder calls and event attendance
  • Manage client communications
  • Light office cleaning duties
  • Scan shred and file important and sensitive documents and information
Salary:
  • $18/hr.-$20/hr. based on experience
Hours:
  • This is a part time position 10-20 hours a week
  • Some evenings and weekends required occasionally for special events
Note:
  • This is a 1099 Independent Contractor position
Presented by Advisor Employee ServicesThank you for your interest in the Office Administrator role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!


Required Experience:

Unclear Seniority

Employment Type

Part-Time

Company Industry

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