Administrative Support - Barnstable

Employment Type

: Full-Time


: Miscellaneous

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Be part of the team of a growing Financial Planning firm. The ideal Administrative Support candidate has excellent computer and organizational skills, friendly communication and phone etiquette and a strong desire to excel in a fast-paced, collaborative team environment.  

Coordinate and schedule client meetings
Answer calls and take messages
Scan documents in a timely manner
Confirm trade log
Ensure client follow up in a timely manner
Assist in forwarding e-newsletters and emails
Maintain Client Relationship Manager (CRM) database
Order office supplies

Must have excellent computer skills, including MS Word, Excel, Outlook, and Powerpoint as well as strong social media and database management skills
Must be well organized
Excellent communication skills, both oral and written
Attention to detail is imperative
Ability to multi-task and prioritize projects
Ability to work in a fast-paced environment and handle a variety of personalities
Must have a sense of humor and ability to handle pressure
Must have positive attitude and create a welcome environment for clients

Currently looking for coverage 4 days per week
Upon proving to be a strong, positive member of the team this position could develop into a larger one with more responsibilities and opportunity for growth. 

Background and drug testing required

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