What are the responsibilities and job description for the Administrative Assistant / Document Specialist (Short-Term, Potential Long-Term) position at Holt Investment Services?
Maybe a perfect opportunity for a student.
If you are hired a complete background check will be done because of the sensitivity of the information and a NDA will be signed.
To summarize Job Description
I need someone to organize statements, receipts, invoices. Then put it all on a spreadsheet with totals. Clean and organize offices. Make calls and answer phones.
Job Overview
Our investment office is seeking a reliable and detail-oriented Administrative Assistant / Document Specialist to help organize and digitize financial records. This is a short-term position with the potential to grow into a permanent role.
Responsibilities
- Organize and sort a variety of financial statements and documents
- Scan and upload documents into digital systems
- Create and maintain spreadsheets tracking statements and balances
- Ensure accuracy and proper organization of all records
- Follow instructions and maintain confidentiality of sensitive information
Qualifications:
- Strong organizational and time management skills
- High attention to detail and accuracy
- Self-motivated and dependable
- Proficient with Microsoft Excel or similar spreadsheet software
- Ability to follow direction and work independently
- Professional attitude and appearance
Work Environment
- Office setting
- Professional attire required
Pay: $17.00 - $25.00 per hour
Work Location: In person
Salary : $17 - $25