What are the responsibilities and job description for the Financial Services Administrative Assistant position at Odyssey Wealth Management Group, LLC?
About us
Odyssey Wealth Management Group, LLC is a community based financial services firm. We provide a broad range of Financial, Business, Estate and Retirement Planning Services as well as Insurance Solutions to Individual, Estate and Business Clientele. Come grow with us!
Responsibilities:
- Provide administrative support to ensure efficient operation of the office
- Answer and direct phone calls in a polite and professional manner
- Coordinate and schedule appointments and meetings
- Prepare and distribute correspondence, memos, and forms
- Assist in the preparation of regularly scheduled reports
- Maintain filing system and organize documents
- Order office supplies and maintain inventory
- CRM Management
- Perform data entry and update databases
- Assist with project coordination and tracking
Qualifications:
- Proven experience as an administrative assistant or relevant role
- Excellent typing skills and computer literacy, including proficiency in Microsoft Office365
- Strong organizational skills with the ability to multitask and prioritize tasks
- Attention to detail and problem-solving skills
- Excellent written and verbal communication skills
- Professional phone etiquette and customer service skills
- Experience in the financial services industry is a plus
Federal Background check is mandatory
Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Securities, Insurance and Investment Advisory Services are offered through Osaic Wealth, Inc., Member FINRA/SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, who is not affiliated with Osaic Wealth, Inc.
Job Type: Part-time
Pay: $18.00 - $20.00 per hour
Benefits:
- Flexible schedule
- Paid time off
Application Question(s):
- Are you willing and able to pass a FINRA background check?
Education:
- Associate (Preferred)
Experience:
- Financial services: 2 years (Preferred)
- Client services: 2 years (Required)
Work Location: In person
Salary : $18 - $20