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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


 


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