Ad Details
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Ad ID: 3430
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Added: February 9, 2020
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Condition: Brand New
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Location: United States
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State: California
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City: Orange County
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Views: 316
Description
Job Description:
General office support: maintain supplies, copying, faxing, scanning, answering phones
Process incoming & outgoing mail
Assist our team to service clients: submission and follow up of documents, phone interfacing, email correspondence, scheduling meetings
Data entry for lead tracking and CRM
Prepare and run reports for production
Work directly with the Director of Operations
Redtail & eMoney experience is a plus!
Requirements:
Bachelor’s degree
Minimum 2-5 years of experience working in a professional environment
Type 50-60 WPM
Phone and client interfacing experience
Proficiency in Word, Excel, PowerPoint
Strong verbal and written communication skills with the ability to work in a team
Excellent organizational skills
Quick learner
Ability to multitask in a fast paced environment
Must maintain a professional appearance
Critical thinking skills and good judgement
Must be able to pass a background check
Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA.SIPC Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm.
Reply to this post with resume.
To learn more about our Firm you can go to: www.JohnStokesFinancial.com