As our secretary, you will be the first point of contact for our office. You will greet and assist clients as they come into and call our office, and you will direct them to the best staff member to further help them. You will be in charge of maintaining our calendar and client records. You will also be available to assist other staff members when you are not otherwise occupied.

　　Responsibilities

　　Answering phone calls and redirecting them when necessaryMaintaining our calendar and scheduling new appointmentsDistributing forms to clients and submitting them to our home officeScanning checks into client accountsTyping client notes and maintaining our physical filing systemAssisting other staff members with preparation and follow up work from client meetingsSkills

　　Excellent written and verbal communication skillsHigh degree of multi-tasking and time management capabilityProficiency in MS Office (specifically Outlook, Word, and Excel)Prior experience with Salesforce (CRM) is helpful, but not requiredPrior experience in a finance related field is helpful, but not requiredHigh school diplomaOther Notes

　　This position is paid hourly. The work day starts at 8 and ends at 4:30, with 30 minutes for lunch and two additional 15 minutes breaks.We will train you on site before you assume full duties.