Looking for a multi-tasker with good organizational and technology skills
Company Overview
Jamieson Financial Services helps successful, client-focused financial advisors, CPAs, attorneys, and trust officers solve their clients’ estate, legacy, and extended care challenges. We recognize that each investor’s situation is unique, and we work with our partners to design customized solutions to those challenges. Our guiding principles include working with integrity and honoring our partnerships, while always striving to enhance the financial well-being of the client and their family. Job Summary
We are looking to add an Administrative Assistant with excellent organizational and technology skills. This versatile multi-tasker will work collaboratively with the agent as well as with clients. This part-time position may be flexible with some work on site and some remote work once training period is completed.
Your Role/Responsibilities
You will be expected to:
Work closely with agent and client on all organizational and administrative matters
Maintain client files and records
Use Quickooks for recordkeeping and creating reports
Communicate with clients
What We're Looking For:
The ideal candidate will posses:
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Proficiency in Quickbooks
Excellent organizational skills and attention to detail
Basic understanding of office/administrative procedures and systems such as record keeping and filing
Ability to work independently.
Ability to multi-task and effectively prioritize projects and tasks while maintaining quality
How to Apply
Complete the application questions and submit your resume through the NextGroup website. You will be contacted by the NextGroup search team regarding next steps.
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