Administrative Assistant

TL;DR

Administrative Assistant (Finance): Providing administrative support to financial consultants with an accent on client experience and daily office operations. Focus on scheduling client meetings, managing correspondence, and maintaining office efficiency.

Location: Onsite (United States)

Salary: $22-30/hr

Company

hirify.global Financial is a faith-based, not-for-profit financial services organization serving approximately 2.6 million clients.

What you will do

• Handle incoming telephone calls and respond to requests for information.
• Perform routine administrative duties including data entry, mail processing, and office supply management.
• Schedule client meetings on behalf of the practice's Financial Advisors to drive client-facing activity.
• Prepare routine correspondence, reports, and support various administrative projects.
• Maintain and update the contact management system with client preferences and contact details.

Requirements

• Previous administrative or secretarial experience.
• Strong technical aptitude with Microsoft Word, Excel, and PowerPoint.
• Ability to handle sensitive and confidential information with integrity.
• Commitment to providing exceptional customer service.
• Must be able to undergo a background check and FBI fingerprinting.

Culture & Benefits

• Faith-based, mission-driven work environment focused on helping others.
• Opportunities for professional licensing available.
• Collaborative team atmosphere within an independent financial services practice.