Job Detail

Administrative Assistant

Administrative Assistant

Be Wealth

Salina, KS

Job ID : 374f2f7156306c366c7752382f644f3846673d3d

Job Description :

Be Wealth is seeking a highly motivated and organized individual to join our team as an Administrative Assistant. In this role, you will play a vital role in ensuring that our clients receive the highest level of service and support. This position can range from 32-40 hours per week, depending on the candidate.

Key Responsibilities:

  • Provides initial interactions with clients in person and over the phone while creating and maintain a welcoming and professional environment for clients
  • Schedules and coordinates appointments using scheduling software, phone calls, texts, and/or emails.
  • Processes daily deposits, incoming and outgoing mail, and electronic correspondence
  • Coordinates restocking office supplies and building maintenance
  • Manages and updates client data and electronic documentation
  • Performs other duties as assigned

Qualifications:

  • Prior experience in a customer service or administrative role is preferred
  • Strong communication and interpersonal skills
  • Excellent organizational and time management skills
  • Strong attention to detail
  • CRM Software Experience, preferred
  • Knowledge of financial industry is a plus

If you are passionate about providing outstanding customer service and are looking for a challenging and rewarding role in a fast-paced financial advising firm, we encourage you to apply.

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Paid time off

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Salina, KS 67401: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Customer service: 1 year (Preferred)

Work Location: One location

Company Details :

Name : Be Wealth

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Details

: Salina, KS

: 17 - 19 USD HOURLY

: Today

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