Administrative Assistant – Part Time - Springfield, MO
About The Position
Gregory Financial is a retirement focused financial advisory firm based in Springfield, MO committed to helping individuals and families build lasting financial security. We are excited to add a part time Administrative Assistant to our team! If you’re detail-oriented, organized, and love communicating with people, you’ll fit right in with our friendly crew. Your days will be filled with supporting the owner, helping clients, and contributing to an office culture that’s positive, supportive, and never boring. Come help us keep things running smoothly and enjoy coming to work every day!
Requirements
- High School Diploma
- 3+ years’ experience in an administrative role
- Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft 365 including Outlook, Word, Excel, creating email signatures, OneDrive, Calendly, ChatGPT and Google
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Nice To Haves
- Financial industry experience is a plus!
- Experience with Snappy Kraken software
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Maintain the firm’s CRM system through accurate data entry and database management
- Set appointments with clients and assist the owner with calendar management
- Maintain office filing system, both paper and electronic
- Assist with various marketing objectives including creating content and posting to various social media platforms (LinkedIn, Facebook, etc.)
- Assist financial advisor with client service-related tasks
- Other industry-specific tasks as needed
Benefits
- $22.00/hour - $25.00/hour
- Schedule: Fully in office: Monday – Thursday, 10am – 3pm (flexible) and Friday’s as needed
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
