Responsibilities:

- Greet and welcome clients at the front desk of our Financial Advisory Office.
- Answer phone calls and schedule appointments using the office's computerized system.
- Provide excellent customer service by addressing Client inquiries and concerns.
- Assist with office management tasks, such as maintaining client records, managing office supplies and scanning documents.
- Sending out client mailers and birthday cards on monthly basis.
- Running various monthly reports using Microsoft Office software.
- Ensure a clean and organized reception area for a professional and welcoming atmosphere.

Experience:
- Familiarity with Microsoft Office software and use of computer/technology in general.
- Familiarity with Adobe Acrobat software and Printer systems.
- Proficiency in using phone systems and computerized scheduling systems.
- Strong customer service skills with the ability to communicate effectively.
- Excellent organizational skills to manage administrative tasks efficiently.

What to expect:
As an Administrative Assistant in our office you will be asked to maintain excellent client service, complete daily tasks and contribute to the continued growth of Lifetime Wealth Partners. Lifetime Wealth Partners mission is to utilize our skillsets to service others while making a positive impact on our clients, their families and the communities we serve.

If you are looking for an opportunity to work in a dynamic and rewarding environment, we invite you to apply for this position. We offer competitive compensation and some schedule flexibility for a growing practice. Join our team today and make a difference in the lives of our clients!

Job Type: Part-time

Pay: $16.00 - $18.00 per hour

Expected hours: 16 – 24 per week

Benefits:

• Flexible schedule
• Professional development assistance

Schedule:

• 4 hour shift
• 8 hour shift
• Day shift
• No nights
• No weekends

Experience:

• Customer service: 1 year (Preferred)
• Computer operation: 1 year (Preferred)

Ability to Commute:

• Canton, OH 44718 (Required)

Ability to Relocate:

• Canton, OH 44718: Relocate before starting work (Required)

Work Location: In person