Retire Guides ยท 3 months ago
Operations Administrative Assistant
Retire Guides is dedicated to providing long-term financial counsel and investment management with exceptional service to clients. They are seeking a full-time Administrative Assistant responsible for providing administrative support, managing phone calls, and assisting with executive tasks to support office operations.
AdviceFinancial ServicesRetirement
Responsibilities
Providing administrative support
Managing phone calls with professionalism
Communicating effectively
Assisting with executive administrative tasks
Utilizing clerical skills to support office operations
Attendance at offsite events that will take place two times a month is required
Qualification
Required
Administrative Assistance and Executive Administrative Assistance skills
Strong Phone Etiquette and Communication abilities
Clerical Skills
Organizational and time management skills
Attention to detail and accuracy
Proficiency in Microsoft Office suite
Ability to multitask and prioritize tasks effectively
Preferred
Experience in a financial or professional services environment is a plus
Background in the Financial Services Industry is a plus
Company
Retire Guides
Retire Guides offers financial advisory for retirement planning, including Medicare, benefits, and scam prevention.
Funding
Current Stage
Early StageCompany data provided by crunchbase