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Part time office assistant to work collaboratively with team providing support. The office assistant will provide support to the Director of Client Operations.
KNOWLEDGE, SKILLS & ABILITIES
- Technical Capacity
- Detail-Oriented
- Deadline-Oriented
- Ethical Conduct
- Communication Proficiency
- Personal Effectiveness/Credibility
JOB DESCRIPTION
- Answer phone and greet clients
- Prepare communications
- Process invoices for payment
- Organize and maintain client files
- Focus on record retention
- Order supplies
- Distribute mail and incoming faxes
- Assist with outgoing UPS/FedEx/USPS
- Assist with coordination of events, travel and appointments
- Other job duties as assigned
EDUCATION/EXPERIENCE
- Bachelor’s degree or equivalent in a related field
- Securities licensing is no required but would be a plus to start or an option in the future
- Experience with financial services industry is a plus
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