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Administrative/Financial Assistant

companyABR Employment Services
locationStevens Point, WI, USA
PublishedPublished: 1/26/2023
Full Time

Seeking a Part-Time Administrative Assistant for a Professional Financial office in Stevens Point!
Wage: $18.00 to $20.00 per hour

Job Duties:

  • Answer phones
  • Keep up-to-date prospectuses in supply room/destroy outdated material
  • Order office supplies/marketing materials
  • Maintain and file account statements
  • Process new account forms, transfers, client account maintenance, address changes, etc.
  • Incoming/outgoing mail
  • Filing
  • Keep currently inventory of new account forms/kits
  • Follow-up on pending cases
  • Run proposals/illustrations
  • General office duties

Qualifications:

  • Excellent communication skills
  • Professional demeanor and appearance
  • Proficient with MS Office, Power Point, and Excel
  • Financial or banking experience preferred
  • Meticulous attention to detail, organized and ability to prioritize
  • Integrity, honesty, and maintain a high degree of confidentiality
  • HR experience is a plus

ABR is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, and disability or protected veterans status.

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