Moving Forward.

  • Share this Job

Office Manager/Administrative Assistant

Location : West Springfield, MA
Job Type : Direct
Hours : Full Time
Travel : No
Relocation : No

Job Description :
United Personnel is seeking an Office Manager/Administrative Assistant for a client in West Springfield! This direct hire opportunity is part time between 25-30 hours a week and up to $25/hour.


Duties and Responsibilities


                    Greet all Appointments

  •  Greet clients and prospects with warm and inviting attitude

  •  Make coffee, tea etc. and have snack available for clients

                Schedule Appointments:

  • Maintain ongoing client and wholesaler appointments

  • Confirm all appointments

  • Reschedule appointments if necessary


                    Manage Client Services:

  • Follow up Monday and Friday with Staff

  • Transfers and Transactions

  • Incoming cash – status of investment

  • Outgoing cash

  • Problems or concerns with client accounts and relay to necessary staff member if needed.

                    Handle Customer Questions and Concerns

  • Prompt, courteous and accurate servicing of client non-investment related issues

Required Qualifications :

  •  Detail oriented

  • Proficient in Microsoft Office

  • Friendly/Professional attitude


Powered by AkkenCloud