Administrative Assistant in Bellingham- $12-$13/hour

Industry

Admin and Secretarial

Advert ID

USA_425070

Location

Bellingham

Job Type

Contract

Hours

Full-Time

Salary Range

USD12.00-13.00/hr

No. of Openings

1

Branch Information

Bellingham, WA - (USA) 216 West Champion Street WA Bellingham , WA - 98225 Phone : 360-671-1977

ContactNumber

360-671-1977

Job Description

Administrative Assistant position available for a reputable Financial Planning office in Fairhaven!



In this position you will be responsible for client communication, both verbal and written. This position is the first and sometimes primary contact with clients therefore, this position must maintain those relationships by delivering superior customer service, problem solving, and follow-up skills.



This is a temporary to hire position.



Specific responsibilities will include:



-Gather statistics on existing investment products

-Provide or obtain updated client information

-Schedule meetings

-Troubleshoot problems and assist with compliance related duties

-Submit and follow up on necessary paperwork

-General clerical duties

As well as any and all other duties as assigned



Requirements:



-Requires an associate's degree or its equivalent with at least 1 years of experience in the financial services field or office setting.

-Strong writing & verbal communication skills

-Knowledge of MS Office and all its tools (MS Word, Excel, Outlook)

-The ability to multi-task, organize and complete projects

-The ability to create a professional document using notes from others

-Working knowledge of financial services products such as Mutual Funds, Alternative Investments, Stocks, Distributions, & IRAs -The ability to properly handle confidential information

-The ability to integrate specific compliance procedures when executing all other required duties







If you feel you are a good fit for this position please call Kalyn at 360-671-1977 or send your resume to kalyn.larsen@manpower.com







Manpower - Bellingham/Mountain West