Job Details
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Location:Des Moines, IA
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Posted:Mar 13
Receptionist / Assistant
We have an opportunity for a Receptionist with a 27 year old Des Moines based financial advisory firm. The office is an excellent working environment with a small, closely knit staff of 4.
No license is required. A basic understanding of computers and Microsoft Office is helpful. A strong work ethic is a must.
- Responsibilities include answering telephones, greeting clients and visitors,
- Helping to process investment paperwork and insurance applications and monitor progress and completion of each investment.
- Open and sort mail, scan and code confirmation statements, etc.
- Order office supplies, schedule maintenance and keep up cleanliness of office and conference room and building maintenance issues
- Schedule client meetings and reserve conference room.
- Process outgoing mail and be able to physically take mail to respective drop box (USPS box or FedEx)
- Responsible for executing electronic filing process according to compliance guidelines and/or as instructed by FAs/President
- Other duties as assigned by the President
No license is required. A basic understanding of computers and Microsoft Office is helpful. A strong work ethic is a must.