Browse
···
Log in / Register

Client Services and Operations Assistant for Financial advisor

$18/hour

244 US-51, Madison, MS 39110, USA

Favourites
Share

Description

You will be an assistance for an investment advisor. You will be trained in all of these areas: You will be assisting the advisor with the transition of his business. Tasks will include assisting the advisor in transferring his accounts to his new firm : Opening accounts on computers. Submitting transfer forms. Sending out emails to clients. Processing client forms. Benefits: Learn about the investment industry. Earn a substantial bonus he first two months ( extra $1200 each of the first two months for quality work and effeciveness. This $1200 will be paid in addition to the hourly wage). Work alongside a veteran financial advisor. Receive paid-for training for valuable skills within he investment industry. Skills and activities required: Prep DocuSign and wet-ink (FedEx) packets; track forms and account openings. Handle client calls/emails, schedule visits, update CRM Light office admin: scanning, mailing, filing What you need: * Organized, detail-driven, good with people * Proficient with Microsoft Office (Outlook/Word/Excel) * Comfortable learning new software and following checklists * 1–3 yrs admin or client service experience preferred but not required(finance/banking a plus) Why you’ll like it (benefits) * Paid training on investment-industry systems & workflows * Career growth: exposure to the securities field; advancement potential (future licensing support may be available) * Flexible daytime schedule (~30 hrs) with some remote work possible after 6 weeks. * Small, supportive team; meaningful client impact; résumé-building experience

Source:  craigslist View original post

Location
244 US-51, Madison, MS 39110, USA
Show map

craigslist

You may also like

Craigslist
Office Administrator (Honolulu, HI)
About Us ZMANA is a fast-growing smart technology start-up based in Kaka‘ako. We design and install intelligent security and automation systems for residential and commercial clients across O‘ahu. Our team thrives on innovation, adaptability, and excellent service. We're looking for a driven, organized, and customer-focused Office Administrator to support our day-to-day operations. About You You're proactive, adaptable, and ready to wear many hats in a dynamic work environment. You love solving problems, are great at staying organized, and enjoy helping both customers and teammates. You’re comfortable with technology and take pride in keeping things running smoothly. Key Responsibilities Serve as the first point of contact for customers via phone and email Confirm and prepare for the next day's appointments and technician schedules Organize paperwork and digital files across ZMANA and affiliated businesses (Google Drive) Manage administrative workflows for the CEO's personal LLCs and nonprofit initiatives Track and report on utilities, licenses, and billing using QuickBooks Online and Salesforce Process Alarm.com RMAs and create accounts for new installations Maintain inventory of office and cleaning supplies, and reorder as needed Schedule vehicle safety checks and maintenance appointments Create and manage internal folders and documentation (e.g., KTO install folders Support Leadership and Executive Admin in high-priority operational projects Assist in vendor coordination, document management, and general office operations Preferred Skills & Experience Excellent verbal and written communication skills Highly organized, detail-oriented, and accountable Strong customer service skills and a positive, team-oriented attitude Comfort with Macs, Google Email, Google Workspace, and cloud-based tools Experience with QuickBooks Online and Salesforce (preferred but not required) 3–5 years of administrative or customer service experience Bachelor's degree or equivalent work experience Ability to learn and adapt quickly in a startup setting Benefits Full medical, dental, and vision coverage Paid time off and holidays 401(k) plan Growth opportunities in a fast-paced tech startup environment Please apply online with ZMANA at: https://zmana.prismhr-hire.com/job/175266/office-administrator?s=cl
1201 S King St, Honolulu, HI 96814, USA
$16-22/hour
Craigslist
Office Assistant (Apartment Complex) (Aiea)
Office Assistant About the role: The Office Assistant assists the Resident Manager in the operation of the apartment complex in accordance with administrative guidelines to ensure effective fiscal, physical and social soundness. Takes initiative to seek solutions to problems unique to the complex. Job Type: Full-time; temp to hire Schedule: Monday-Friday; 8am-5pm Pay: $20-21/hour Industry: Condominium Property Location: Aiea Parking: Available on-site Duties and Responsibilities: • Collects rent, makes bank deposits, prepares and submits an accurate rent roll in a timely manner. • Assists with income verifications, certification and screening of applicants and collection of rents. • Assists in scheduling vacant units for rental and occupancy. • Maintains legally required postings. • Monitors work orders and purchase orders. • Answers telephone, prepares correspondence, and maintains neatness of the office. • Assists in maintaining all required inventories for office supplies and office equipment. • Prepares and processes leases, security deposit agreements, inspections and other forms • Assists Resident Manager in processing evictions. • Walks the grounds daily with site inspection report of property • Assume responsibilities of Resident Manager in the Resident Manager’s absence • May perform some or all the Essential Responsibilities of the Leasing Agent and/or Bookkeeper position. • Maintains confidentiality of resident, applicant, and or employee information. • Attend mandatory training and meetings. • Other duties as assigned Knowledge/Skills • Ability to develop and implement site budgets and variance reporting. • Demonstrable skill in the use of Microsoft Office software. • Skill in problem solving with staff, applicants and residents • Knowledge of HUD, DFEH and ADA guidelines and other regulatory agency guidelines Minimum Requirements: • High School Diploma or GED • At least 2 years office administrative experience • Must be proficient in using a computer (Microsoft Office- Word, Excel, Outlook) • Type at least 45 wpm • Experience in the real estate industry preferred but not required • Ability to multi-task and prioritize work • Must be reliable and dependable • Ability to follow instructions well. TO APPLY: Text "AIEA OFFICE ASSISTANT" to 808-533-9068 to receive a link to our online application and to speak to a recruiter.
98-535 Kaonohi St, Aiea, HI 96701, USA
$20-21/hour
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.