Small financial advisory firm is seeking highly professional part-time Office Assistant / Marketing Assistant to join our team in our Armonk office.
Responsibilities include but are not limited to:
- Preparing account forms
- Processing Financial Transactions
- Updating client information / maintaining accurate records in CRM
- Process incoming and outgoing mail
- Interacting with customers
- Assisting with marketing campaigns / outbound calls
- Filing and organization
- Maintaining office supply inventory / ordering supplies
Skills / Qualifications / Expectations:
- Highly Organized / Time Management Skills
- Professional attitude & appearance with excellent verbal skills & telephone etiquette
- Flexible, energetic, friendly
- Ability to multitask and adapt to change / be a team player
- Microsoft Office (Word, Excel, Outlook) / Adobe Acrobat Proficiency
- Background and finger-print check required
- 15 - 20 Hours per week, Monday – Friday, with flexibility about the start time
Experience:
- Experience in insurance / financial industry helpful, but not required.
Principals only. Recruiters, please don't contact this job poster.