Office Assistant

Posted a day ago

Description

We're looking for an in-office, dedicated, professional, and friendly administrative assistant for our financial services firm. Your primary job will be to serve as the first point of contact with all clients, providing excellent customer service. Additional administrative duties include increasing productivity by creating and following office protocols, scheduling important appointments, and assisting in marketing our brand online and at events.

Job seekers should have superb organizational skills and love talking to people and assisting clients while providing exceptional service. Must be a dedicated team player. If this is you, you may be the person we seek to join us.

Responsibilities

1. Facilitate communication between our customers and team to ensure customer satisfaction
2. Create and implement data entry protocols to streamline processes and increase productivity
3. Schedule appointments
4. Filing
5. Generate status reports as requested, so the team is informed of progress reports
6. Grow in the position through continued learning and revitalization of skillsets in related duties

Qualifications

1. High school diploma or GED required, some college experience preferred
2. History of being deadline-driven and extremely organized
3. Exceptional attention to detail and an ability to complete error-free work
4. Display excellent written, problem-solving, and verbal communication skills
5. Technologically savvy; basic knowledge of Microsoft Office, along with CRM, with the ability to learn new programs quickly and troubleshoot common issues
6. Customer service, bookkeeping, or administrative experience is preferred
7. Proven track record of completing projects on time in an orderly manner

Compensation

$28,000 - $34,000

About Somerset Financial Services

Our firm was founded over 25 years ago to assist clients in every aspect of their financial lives. We seek to provide the most personal service available as we strive for a reputation for excellence in our industry and community. Our office provides a comfortable, professional, yet casual work environment. While we aim for the highest service standards for clients, our office culture is friendly and relaxed without sacrificing the quality of our results.