Financial Services Assistant
Company Name:
Kolen Services
Kolen Services has the following position available: Financial Services Assistant. The assistants responsibilities include, but are not limited to, the following:
Greeting visitors.
Screening and/or selectively referring callers.
Supporting clients by providing services in account management and technical support.
Creating marketing pieces and coordinating compliance approval, as well as implementing marketing plans.
Maintaining client databases and compiling information to prepare reports using appropriate software; and performing special projects as requested.
May also assist during tax season by preparing returns and/or performing special projects as assigned.
MINIMUM
Qualifications:
Education/Experience/Skills:
Two years related experience (administrative, customer service, marketing) or equivalent education
Microsoft Office
Qualified candidates must have excellent communication, customer service and relationship building skills.
Qualified candidates must have high work ethics and initiative.
Kolen Services offers competitive benefits/compensation packages. Interested candidates should submit their resume and salary requirements to Shalom Kolen at Kolen Services is an equal opportunity employer.Estimated Salary: $20 to $28 per hour based on qualifications.
Kolen Services
Kolen Services has the following position available: Financial Services Assistant. The assistants responsibilities include, but are not limited to, the following:
Greeting visitors.
Screening and/or selectively referring callers.
Supporting clients by providing services in account management and technical support.
Creating marketing pieces and coordinating compliance approval, as well as implementing marketing plans.
Maintaining client databases and compiling information to prepare reports using appropriate software; and performing special projects as requested.
May also assist during tax season by preparing returns and/or performing special projects as assigned.
MINIMUM
Qualifications:
Education/Experience/Skills:
Two years related experience (administrative, customer service, marketing) or equivalent education
Microsoft Office
Qualified candidates must have excellent communication, customer service and relationship building skills.
Qualified candidates must have high work ethics and initiative.
Kolen Services offers competitive benefits/compensation packages. Interested candidates should submit their resume and salary requirements to Shalom Kolen at Kolen Services is an equal opportunity employer.Estimated Salary: $20 to $28 per hour based on qualifications.
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