Financial Services Admin Assistant
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Financial Services Admin Assistant Job Opening in Berkshire County
Direct Hire – Part Time
Schedule: Mon – Fri 15 Hours Weekly, Flexible Schedule
Salary: $18-$20/HR
TEC Staffing Services is recruiting for an independent financial planning practice. The practice is woman-owned with two financial advisors, the Admin Assistant will support both financial advisors as the practice is growing fast.
Responsibilities:
- Data entry of client records, updating digitally and paper files (copies, scanning, general organization of client data)
- Administrative support for business transactions, service, and compliance
- Assist with scheduling & meeting preparation
- Assist with communications and marketing support (mail, email, events, and webinar promotion)
Requirements:
- Ability to travel between two Pittsfield Office locations
- Skilled in MS Office
- Comfortable using other computer applications and software ( Zoom, Docusign, etc. . .
- Must be tech savvy and comfortable using a computer
- Must be respectful, professional, & well rounded
- Value & respect culture & diversity
- Must be trustworthy
- Must be able to pass a background check & finger printing check
Contact us for more information at TEC@TECstaffingservices.com or by calling us at 413-347-4871.
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