What are the responsibilities and job description for the Office Assistant/Assistant Appointment Setter position at Green Line NW, LLC?
Job Description
Financial office seeking an individual to work hours per week. This job consists of both DAYTIME office hours plus approximately 8 EVENINGS per month at our dinner seminars and virtual events.
Experience in the insurance and/or financial industry is helpful. Hourly wage is dependent on experience. Some weeks we have more work or events than others, so it is important that your schedule is flexible.
Duties in the office include preparing for seminars and webinars (assembling informational packets, organizing supplies, computer setup), reminder calls to seminar attendees, follow up calls with seminar attendees, setting appointments, week and day before appointment reminder texts/calls, coordinating computerized calendars, data entry into CRM program, filing, mailings (addressing, stuffing and stamping envelopes), occasional office errands and other duties as assigned.
Duties during the seminar include setup of the room, checking in/seating guests, and setting appointments. YOU MUST HAVE RELIABLE TRANSPORTATION. Seminars are offsite at various locations around the Portland and Vancouver areas. Compensation for gas will be provided.
Expected Skills:
- Filing
- Knowledge of Basic Office Equipment
- Appointment Setting
- 40 WPM
- Basic Computer Skills
- Data Entry
- Tech Savvy
- Communication Skills
- Customer Service
- Knowledge of Word and Outlook
- Proficient in Excel
Helpful Attributes:
- Friendly
- Detail-Oriented
- Comfortable speaking with people
- Comfortable inquiring with prospective clients (No cold calls or telemarketing)
- Organized
- Promptness (You must be on time)
- Multi-Tasking
- Self-Direction (working with little to no supervision)
- Ability to respond/prioritize in a fast-paced environment
- Dependability
- Flexibility
Wages: Hourly (dependent upon experience) plus company profit sharing. Employees receive regular bonuses based on the company's success and growth. Bonuses will begin following a 60-day trial period.
Schedule: No weekends. Most of our evening events take place on Tuesday, Wednesday, and/or Thursday, but you may be asked to work evenings on Monday or Friday if needed.
On the weeks that we have evening events, your schedule might look as follows:
Monday: 9:30 AM to 6:00 PM
Tuesday: 1:00 PM to 9:00 PM
Wednesday: 1:00 PM to 9:00 PM
Thursday: 9:30 AM to 4:00 PM
On the weeks that we don't have evening events, your schedule might look as follows:
Monday - Thursday: 9:30 AM to 4:00 PM
Please note: The schedule outlines listed above are examples. Your schedule might shift due to changes in event dates and/or workflow.
Job Type: Part-time
Pay: $ $21.00 per hour
Work Location: In person
Salary : $21