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Executive Assistant / Office Manager
Date Posted: 05/08/2024
Job #: 3012133
Location: Delta
Actively recruiting for a Financial Planner in Delta, CO who is seeking a
fulltime Executive Assistant to work in office Monday - Friday 8am - 5pm.
Pay is $25.00 - $30.00 /hr dependent on experience
Health insurance
Paid time off
Retirement plan
Duties and Responsibilities:
-Financial Planning Support: Collecting and coordinating client information.
-Schedule Management: Proactively setting and prioritizing appointments
while managing multiple schedules requires highly developed organizational
skills.
-IT Support: This is a small but crucial part of the job. Probably takes
about an hour per week.
-Paperwork Completion and Workflow Management: Extensive paperwork,
requires high attention to detail and the ability to complete and manage high
amounts of paperwork continuously and on time.
-Customer Service: Extensive times serving clients in person, on the phone
and via email. Professional personalized outreach or in response to clients
and client inquiries.
-Marketing Support: Up to 10% of your time creating marketing materials
and campaigns.
...
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