Receptionist/Administrative Assistant (202313)

Do you have Administrative Assistant experience?

Our client is a financial company located in Oshkosh. They are looking for a team player to join the organization as an Operations and Client Experience Associate. You will be the first point of contact for clients and help to make the organization successful.

Responsibilities:

You will be responsible for client service & operational functions necessary to meet client service needs.

• Answer incoming calls and greet walk in traffic
• Manage calendars and schedules meetings for clients, prospects and outside vendors
• Prepare and coordinate documents for client meetings
• Open, transfer and close customer accounts and maintain account records
• Process paperwork to create, maintain and service client accounts
• Provide client support of operational services and account maintenance including telephone coverage, documents, deposits, reports, and actionable items
• Attend client/prospect events and seminars
• Coordinate daily client/prospect correspondence
• Deposit checks daily
• Maintain the CRM database including documentation and database management
• Perform miscellaneous clerical duties such as mailings, copying, faxing, filing and various projects as needed

Benefits:

• Will play a significant part in helping to make the company successful
• Work for a professional company where everyone works together as a team

General Information:

Hours: Full time, Open to schedules working 30 hours - 38.5 hours per week between the hours of 8am-4:30pm Monday - Thursday and 8am-3pm Friday

Length: Temporary to Hire

Pay: $17/hour-$18/hour

Location: Oshkosh, WI

Job ID: 202313

• 1+ year Administrative Experience
• Financial planning experience is a plus
• Word, Excel and Outlook proficiency
• CRM Database experience is a plus
• Must have a valid driver's license and reliable transportation
• Strong customer service and communication skills
• Interest in community involvement

If you are interested, apply online at www.flexstaff.com or send your resume to cpownell@flexstaff.com.

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Flex-Staff is an Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities