Part-Time Administrative Assistant

Raymond James•Greenwood Village, CO

1d•$32,500 - $45,000•Onsite

About The Position

Evans Financial Group is seeking a Part-Time Administrative Assistant with a strong client-focus to join their team. The ideal candidate is detail-oriented, enjoys administrative work, and truly enjoys people. They will share in the company's vision of equal partnership and ownership of their work. This role offers comprehensive financial services with a distinctly personal touch and a concierge level of service.

Requirements

Knowledge of General office practices, procedures, and methods.
Managing inbound and outbound calls.
Skill in Microsoft Office Suite, including Word and Excel.
Effective and professional communication across multiple client interactive platforms (in-person, virtual, phone and mail).
Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Make customers feel at ease and comfortable in person and over the phone.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
High School Diploma or equivalent.
One (1) or more years customer service experience.
1+ years of experience in administrative roles.

Nice To Haves

Smartsheet experience is a plus.

Responsibilities

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings.
Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Manage front desk responsibilities, including answering phones and greeting clients and visitors.
Meeting preparation, including room set up and assembly, scan, and copy of meeting documents.
Vendor management.
Client communication management, including greeting cards and other marketing materials.
Event planning and logistics.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various client-specific reporting as needed for review by the financial advisor.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Performs other duties and responsibilities as assigned.