Job Description

AtWork Personnel is seeking an Administrative Assistant for a local Investment Planing facility in Tyler.

This position is full time, Monday through Friday, 8am-5pm $15

Position Overview:

• Resolving opportunities that arise with clients including payments, name changes, or beneficiary changes,
• Create reports based on investments.
• Create reviews for clients to inform them on the status of investment accounts.
• Process client service request, including facilitating withdrawals, process service forms, and completing following up with client in regard to upcoming changes.
• Provide administrative support by answering phone calls, greeting clients, scheduling appointments, setting up conference rooms and processing notes.

Qualifications:

• Ability and knowledge of Word, Excel, and Outlook.
• Customer service oriented
• Strong written and verbal communication
• Strong data entry skills
• Team player attitude
• Basic math skills
• Eager to work in a collaborative, fast-paced, team environment.
• HS Diploma or equivalent required
• Previous experience working in a clerical or an administrative role required.
• Knowledge in investment planning preferred.

If you are interested in this position, please follow the instructions below on how to apply:

• Submit your application to this posting and call or text Lorena at after you have completed this step.
• Visit us today! We accept walk-ins! Ask for Lorena! 100 Independence Place Suite 101 Tyler, Texas 75703

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