The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing:
- Greet and welcome the clients, ensuring a positive first impression.
- Answer, screen, and direct incoming phone calls and messages.
- Handle administrative tasks such as filing, photocopying, data entry, archive important documents both physically and digitally.
- Process incoming and outgoing mail and deliveries.
Qualifications:
- Prior experience in a financial advisor’s practice.
- Administrative experience.
- Associate or bachelor’s degree in business, accounting or finance.
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.