Part-Time Office Administrator jobs in United States
cer-icon
Apply on Employer Site
company-logo

Advisor Talent Solutions ยท 2 days ago

Part-Time Office Administrator

positionBoise, ID
timePart-time
remoteOnsite
seniorityEntry Level
money$19/hr - $21/hr
date2+ years exp

Advisor Talent Solutions is a well-established Independent Advisory and Financial Service Company looking for a caring and organized individual to join their team. The Office Administrator will manage Advisors' calendars, follow up with clients, and support events to help serve the clients effectively.

AdviceConsultingStaffing Agency

Responsibilities

Manage newsletter
Schedule client appointments
Complete appointment reminders
Event organization and execution
CRM software management
Help with education events, including registration, reminder calls, and event attendance
Manage client communications
Light office cleaning duties
Scan, shred, and file important and sensitive documents and information

Qualification

Administrative experienceCRM softwareComputer skillsAttention to detailInterpersonal skills

Required

Great phone and computer skills
Confident in abilities in learning software, calendars, etc
Taking initiative and completing tasks without being asked or reminded
Strong attention to detail required
Strong work ethic and follow-through
Ability to prioritize and efficiently manage timelines of projects/tasks

Preferred

2-5 years of administrative experience preferred
Experience with a CRM preferred

Company

Advisor Talent Solutions

twittertwitter
company-logo
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
dateFounded in 2012
location
Overland Park, Kansas, USA
people-size2-10 employees
web-link
https://aesplacement.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase