A financial services company in Oklahoma City seeks a highly organized self-starter to assist with day-to-day office functions. Responsibilities include providing customer support, managing supplies, greeting clients, and ensuring effective communication within the office. The ideal candidate must demonstrate fluency in Microsoft Office, possess excellent organizational and communication skills, and thrive in a fast-paced environment.
Qualifications
Proficient in MS Office products specifically Word and Excel.
Excellent written and verbal communication skills.
Ability to manage multiple tasks effectively.
Responsibilities
Provide customer support and manage office functions.
Sort and distribute mail effectively.
Monitor stock of office supplies and order as needed.
Coordinate with business partners for smooth operations.
Skills
Fluency in Microsoft Office suite
Excellent organizational skills
Verbal communication skills
Written communication skills
Ability to handle multiple tasks
Thrive in a fast-paced environment
Tools
Microsoft Outlook
Microsoft Excel
Microsoft Word
Job description
The ideal candidate is a highly organized self-starter who is capable of assisting in the day-to-day functions of the office.
Responsibilities
Provide customer support
Check the telephone answering machine each morning
Ensure all supplies and forms are current and available
Monitor stock of general office supplies and order as needed
Sort and distribute mail and ensure office mail goes out at least once a day and more often if necessary
Maintain a current and accurate district roster
Coordinate with business partners
Greet clients and inform Advisor of their arrival and make clients as comfortable as possible
Be a team player in the office by presenting a professional appearance and demeanor and by assisting the clients and other office personnel as needed
Prepare express mail envelopes as needed and ensure pickup or drop off
Ensure distribution of incoming faxes and transmission of outgoing faxes
Coordinate with business partners as needed
Perform other duties as requested by an advisor.
Qualifications
Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
Excellent organizational, written and verbal communication skills
Proficient in MS Office products specifically Word and Excel
Ability to handle multiple tasks and thrive in a fast paced environment