Overview
Administrative Assistant Jobs in Waverly, OH at OakBridge Financial Partners
We are a firm that offers Investments, Retirement, and Financial Planning in Downtown Waverly and Chillicothe, Ohio. We are looking for a professional and polite individual to greet our clients and assist with typical administrative tasks, and assist our financial advisors in preparing client reports, processing investment orders, and handling all other daily office functions. This is a full-time position during the hours of 8:30am-4:30pm M-F.
DUTIES INCLUDE, BUT NOT LIMITED TO:
Welcoming clients with friendly and professional demeanor
Sustains a clean and tidy workspace
Interacting with clients and wholesalers in person or over the phone
Schedules meetings and maintains office Google Calendar
Maintains administrative functions such as ordering office supplies, collecting mail, and drafting misc. client letters
Files, copies, prepares reports for client meetings
Maintains multiple Excel Spreadsheets with client information
Basic accounting functions for bill paying, etc
QUALIFICATIONS
Must have complete confidentiality
Excellent communication skills (Written, verbal, telephone)
Microsoft Office Knowledgeable
Able to work independently or take initiative
Skilled in multi-tasking and prioritization
Previous administrative support and finance experience preferred
‘Work Location: Waverly and/or Chillicothe (possibly split days…TBD)
College, Experience, and Investment Licenses are a plus and help determine pay
Security Licenses and/or Life & Health Licensure a plus, but not required
Job Type: Full-time
Pay: $16.00 – $20.00 per hour
Expected hours: 32 – 40 per week
Benefits:
Paid time off
Retirement plan
Schedule:
Monday to Friday
No weekends
Experience:
Banking or finance: 2 years (Preferred)
Ability to Commute:
Waverly, OH 45690 (Required)
Ability to Relocate:
Waverly, OH 45690: Relocate before starting work (Preferred)
Work Location: In person
Title: Administrative Assistant
Company: OakBridge Financial Partners
Location: Waverly, OH
Category:
