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Part Time Administrative Assistant

Skylight Financial Group
Cleveland, OH
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Responsibilities and Duties

  • Answer incoming phone calls and handle appropriately
  • Schedule and confirm client appointments
  • Greet clients for in-office meeting
  • Manage client files, contact information and CRM (Contact Relationship Management) database
  • Prepare and process client related paperwork
  • Track activity of client related processes and follow up on items until completion
  • Assist financial planner with administrative tasks related to new client acquisition
  • Assist financial planner with administrative tasks related to service meetings
  • Assist financial planner with administrative tasks related to their overall marketing plan
  • Track the purchase and renewal of the financial planner’s license requirements
  • Assist the planner with purchase or renewal of licenses
  • Schedule non-client meeting for the financial planner
  • Assist planner with overall management of their calendar
  • Follow up with financial planner on any pre or post client meeting items that are needed
  • Receive and sort incoming mail
  • Send outgoing correspondence

Qualifications

  • Exceptional communication and interpersonal skills
  • Excellent organizational skills
  • Skilled attention to detail
  • Proficient with Microsoft Word, Excel, and Outlook
  • Ability to adapt to changes quickly
  • Can work independently
  • Capable of working through challenges effectively
  • Ability to work on multiple projects and deadlines Dependable and punctual
Company Description
Skylight Financial Group is a state-wide multi-location financial planning firm. They are currently the largest independently owned financial planning firm in Ohio.

Skylight Financial Group

Address

2012 West 25th Street

Cleveland, OH
44102 USA

Industry

Business