Administrative Assistant
SecondHalf Coach Wealth Management SecondHalf Coach Wealth Management Latrobe, PA Latrobe, PA Full-time Full-time Estimated:
$31.
2K - $39.
5K a year Estimated:
$31.
2K - $39.
5K a year SecondHalf Coach Wealth Management is a financial planning firm seeking a friendly and professional administrative assistant to manage the front reception desk.
This full-time position requires a variety of routine and complex clerical and administrative work.
Tasks include greeting clients, answering multiline phone system, coordinating the office appointment schedule, managing CRM data, filing paperwork, coordinating daily incoming/outgoing correspondence, running the client rewards program, and any other general administrative support to help the office run efficiently.
Proficient in Microsoft Office Products (Word, Excel, Outlook) and computer usage (familiarity with Apple products preferred).
Previous customer service experience and familiarity with CRM (Customer Relationship Manager) programs are a plus.
Exceptional communication skills are necessary.
This position is ideal for someone who is motivated, able to prioritize work assignments as they come in, and capable of working without supervision.
Responsibilities to include:
Greeting Clients Answering the phone, taking messages and directing calls Coordinating and confirming appointments Monitoring and forwarding incoming correspondence CRM maintenance and data entry Preparing, tracking and sending client rewards Preparing and distributing general mailings Going to the post office daily and distributing mail within the office Assisting with social media Assisting with event preparation Assisting with other duties not listed as they come up Hours:
Monday - Friday 9:
00 a.
m.
- 5:
00 p.
m.
with occasional evening for events Potential for paid personal time and retirement savings Job Type:
Full-time
Benefits:
Paid time off Retirement plan Schedule:
8 hour shift Day shift Monday to Friday Ability to commute/relocate:
Latrobe, PA 15650:
Reliably commute or planning to relocate before starting work (Required) Education:
High school or equivalent (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
$31.
2K - $39.
5K a year Estimated:
$31.
2K - $39.
5K a year SecondHalf Coach Wealth Management is a financial planning firm seeking a friendly and professional administrative assistant to manage the front reception desk.
This full-time position requires a variety of routine and complex clerical and administrative work.
Tasks include greeting clients, answering multiline phone system, coordinating the office appointment schedule, managing CRM data, filing paperwork, coordinating daily incoming/outgoing correspondence, running the client rewards program, and any other general administrative support to help the office run efficiently.
Proficient in Microsoft Office Products (Word, Excel, Outlook) and computer usage (familiarity with Apple products preferred).
Previous customer service experience and familiarity with CRM (Customer Relationship Manager) programs are a plus.
Exceptional communication skills are necessary.
This position is ideal for someone who is motivated, able to prioritize work assignments as they come in, and capable of working without supervision.
Responsibilities to include:
Greeting Clients Answering the phone, taking messages and directing calls Coordinating and confirming appointments Monitoring and forwarding incoming correspondence CRM maintenance and data entry Preparing, tracking and sending client rewards Preparing and distributing general mailings Going to the post office daily and distributing mail within the office Assisting with social media Assisting with event preparation Assisting with other duties not listed as they come up Hours:
Monday - Friday 9:
00 a.
m.
- 5:
00 p.
m.
with occasional evening for events Potential for paid personal time and retirement savings Job Type:
Full-time
Benefits:
Paid time off Retirement plan Schedule:
8 hour shift Day shift Monday to Friday Ability to commute/relocate:
Latrobe, PA 15650:
Reliably commute or planning to relocate before starting work (Required) Education:
High school or equivalent (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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