Odyssey Wealth Management Group Client Services Assistant PT in Spencer, Massachusetts
SUMMARY: Odyssey Wealth Management Group in Spencer is seeking to fill a part-time, permanent CLIENT SERVICES ASSISTANT; 24 hrs./wk.; wage \$17-19/hr.; flexible schedule; 8-hour shift; paid time off; sick leave; vacation. DUTIES: \ Provide administrative support to ensure efficient operation of the office \ Answer and direct phone calls in a polite and professional manner \ Coordinate and schedule appointments and meetings \ Prepare and distribute correspondence, memos, and forms \ Assist in the preparation of regularly scheduled reports \ Maintain filing system and organize documents \ Order office supplies and maintain inventory \ Use CRM Management tools \ Perform data entry and update databases \ Assist with project coordination and tracking \ May perform other related duties as negotiated to meet the ongoing needs of the organization REQUIREMENTS: \ Associate Degree \ 2 yrs. proven experience as an administrative assistant or relevant role \ Must have excellent typing skills and computer literacy, including proficiency in Microsoft Office 365 \ Must have strong organizational and problem-solving skills with the ability to multitask and prioritize tasks \ Able to pay attention to detail \ Must have excellent written and verbal communication skills \ Must have professional phone etiquette and customer service skills \ Must be able to pass Federal background check \ Experience in the financial services industry is a plus \ Please send resume to Robin Marble at: email@example.com Odyssey Wealth Management Group, LLC is a community-based financial services firm that provides a broad range of Financial, Business, Estate, and Retirement Planning Services as well as Insurance Solutions to Individual, Estate and Business Clientele. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Odyssey Wealth Management, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.