Financial Planning Assistant

Flex-Staff, Inc.
Job Description

Seeking candidates for a FINANCIAL PLANNING ASSISTANT.

We are looking for someone who can handle daily tasks given to them by multiple people within the organization.  This may include processing paperwork, drafting letters, data entry, handling correspondence between clients and other employees, making appointments, meeting and greeting clients and answering the phone when needed.  There are many special events throughout the year that this person will be working on with others that involve sending letters and invitations, and documenting information, etc. This person will also be responsible for maintaining the company's social media sites including, FaceBook, LinkedIn and the company web-site.

Another component of this position will be filling in as an executive assistant.  This involves managing executive schedules and assisting with projects as needed.

There is also a marketing component to this position where identifying prospects will be required.  This is a identification process only and this person will not be required to make direct contact with prospects.

Must be comfortable working within a team environment, yet work well with both others and independently and be able to process procedures accurately and effectively.

Will also be responsible for managing and ordering supplies.

The pay range for this position is between $14-$16/hour and could be worked into a part-time or full-time position depending on the person's availability.

Contact Information