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Sales Support

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Administrative Assistant
We are looking for a detail-oriented administrative assistant to join our team in Clive, Iowa. In this role, you will provide essential support to financial advisors by coordinating meetings, managing documentation, and delivering excellent customer service. This is a contract to hire position, offering the opportunity to contribute to a dynamic and collaborative environment. Responsibilities: Schedule and coordinate meetings for financial advisors, ensuring all logistical details are addressed. Prepare necessary documents and materials for meetings to support advisor presentations and discussions. Maintain accurate and organized records to streamline document management processes. Provide exceptional customer service by responding promptly to inquiries and resolving client issues. Perform data entry tasks with precision and efficiency, adhering to company standards. Manage incoming and outgoing mail, including processing faxes and maintaining filing systems. Requirements: Minimum of 1 year of experience in an administrative or support role. Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook. Strong organizational skills with a keen attention to detail. Ability to perform data entry tasks accurately and efficiently. Excellent communication and interpersonal abilities for client and team interactions.
  • United States

Sprachkenntnisse

  • English
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