Financial Assistant / Office Manager – Flexible hours, full time or part-time, flexible start date
Smart, friendly, self-motivated person needed in busy Raymond James branch office in south metro Denver area. Must be able to work independently in the office, be comfortable interacting with clients, and have strong attention to detail. Series 7 license not required, but beneficial. Proficiency with Microsoft Office Suite and Excel spreadsheets necessary, along with the ability to learn in-house software systems. Training provided. This is not a remote/work from home or hybrid position. Future opportunities are available for licensing and paraplanner if interested.
Duties include:
Greet clients and answer phones
Prepare account documents
Process financial transactions
Run financial reports
Client problem resolution, such as statement questions and help with online access
Maintain client database
Follow compliance standards
Manage office systems, including copiers, phone systems, etc.
Provide general office management (organizing, ordering supplies, managing mail, accepting deliveries)
Overall, ensure office runs smoothly
The ideal candidate will have:
Experience in a highly professional setting
Experience in office management/administration/finance
Upbeat, positive attitude to provide outstanding customer service and build relationships
Excellent verbal and written communication skills
Strong attention to detail and solid organizational skills
Computer proficiency, including Microsoft Office Suite, especially Excel and Word
Ability to track projects from initiation to completion over a period of weeks
Qualified applicants, please send a resume with cover letter and salary requirement to:
Newjobfinancialassistant@outlook.com