Duties:
- Professional assistant to owners, financial advisor and real estate broker.
- Answer main office incoming phone calls from 9-3 MST Monday-Thursday, familiarity with phone systems to handle incoming calls and direct them to the appropriate person.
- Process, file and manage electronic documents, client data entry, update and maintain records.
- Proficient in Microsoft 365, Teams, Slack and Outlook Calendar to schedule appointments and meetings for owners.
- Deliver excellent service to incoming callers by addressing inquiries promptly.
- Assist in keeping memberships, licenses and affiliations current and organized.
- Perform general clerical duties as assigned.
Qualifications:
- Strong attention to detail with a great attitude and friendly demeanor.
- Proficiency in using electronic document management, accurate and efficient data entry skills.
- Excellent organizational skills to manage client information, online files and appointment calendars.
- Ability to handle confidential information with discretion.
- Strong communication skills, both written and verbal, for effective customer service interactions.
- Experience with cloud phone systems preferred but not required.
This position offers an opportunity to contribute to a dynamic investment management team as well as a growing real estate brokerage. Opportunity to become a licensed assistant if desired. If you are organized, detail-oriented, friendly, with excellent communication skills, we encourage you to apply.
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- Flexible schedule
- Paid time off
- Professional development assistance
Schedule:
- 4 hour shift
- 8 hour shift
Work Location: Remote
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