What are the responsibilities and job description for the Sales Associate position at PFS Investments?
Company Description
PFS Investments is a dynamic financial services company recognized for its commitment to helping individuals and families achieve their financial goals. With a focus on education, guidance, and tailored financial solutions, PFS Investments is dedicated to empowering clients to take control of their financial future. The organization operates with a strong sense of integrity, professionalism, and a client-centered approach. Located in the heart of Silver, Spring, MD, PFS Investments ensures a collaborative and inclusive work environment that values diversity and growth.
Role Description
The Assistant will support day-to-day operations by performing administrative tasks, scheduling, data entry, and handling correspondence. The role involves collaborating with team members, supporting client relations, and contributing to the overall efficiency of the office by ensuring smooth workflow and prioritizing tasks as needed.
Qualifications
- Strong organizational and time management skills with attention to detail
- Proficiency in administrative tasks such as scheduling, data entry, and correspondence
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with general office software
- Ability to work collaboratively in a team-oriented environment
- Customer service orientation with a professional and friendly demeanor
- Flexibility and adaptability to multitask and prioritize daily workloads
- Previous administrative or assistant experience is a plus