We are seeking a detail-oriented and organized Office Assistant to support our daily operations. The ideal candidate will have experience with Microsoft Word, Outlook, and Excel and will assist with administrative tasks such as sending client paperwork, scheduling meetings, and maintaining records. Discretion and confidentiality regarding client information are essential.
This could be an ideal opportunity for someone with administrative and computer skills who wants to get back into the workforce part time.
Key Responsibilities:
Provide friendly and professional service to clients
Prepare and send paperwork to clients
Schedule and coordinate meetings
Maintain organized records and files using CRM
Assist with other administrative tasks as needed
Qualifications:
Professionalism and confidentiality
Proficiency in Microsoft Word, Outlook, and Excel
Strong attention to detail and organizational skills
Ability to manage multiple tasks efficiently
Excellent communication and interpersonal skills
Preferred Skills:
Prior experience in professional office setting (Financial/Legal/Accounting/Insurance)
Knowledge of financial concepts/terminology
Pay:
$20-$25 per hour based on experience
If you are a motivated individual with strong administrative skills, we would love to hear from you! To apply, please submit your resume and a brief cover letter to careers@infinitywealth.com.