Administrative AssistantWe are currently seeking candidates with at least 1 year of administrative experience in an office setting for a customer involved in investment and wealth management in Salem, OH.Shift:
- Monday - Friday, 8:00AM - 5:00PM
Pay:
Key Responsibilities:
- Add and maintain client data across business systems, using document management and customer relationship software
- Process client service requests and general account maintenance as directed
- Client communication including answering phone calls and greeting clients
- Assist with quarterly portfolio reports and client review meeting presentations
- General clerical functions for the firm
- All project work assigned
Requirements:
- Undergraduate degree or equivalent experience
- Experience with Microsoft Office - Excel, Outlook, Teams
- Able to maintain highest level of confidentiality
- Able to work under pressure and balance multiple projects
- Willingness to learn and grow with the company
- Organized and detail-oriented
Benefits:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Direct Deposit
- More benefits once hired in
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