Flexible part-time schedule and paid time off are available with this onsite role at Odyssey Wealth Management Group, LLC in Spencer, MA. You will help keep daily office operations running smoothly while supporting client-facing and internal administrative needs.
Responsibilities:
Provide administrative support to help ensure efficient operation of the office
Answer and direct phone calls in a polite and professional manner
Coordinate and schedule appointments and meetings
Prepare and distribute correspondence, memos, and forms
Assist in the preparation of regularly scheduled reports
Maintain filing systems and organize documents
Order office supplies and maintain inventory
Manage the CRM
Perform data entry and update databases
Assist with project coordination and tracking
Requirements:
Proven experience as an administrative assistant or relevant role
Excellent typing skills and strong computer literacy, including proficiency in Microsoft Office365
Strong organizational skills with the ability to multitask and prioritize tasks
Attention to detail and problem-solving skills
Excellent written and verbal communication skills
Professional phone etiquette and client service skills
Financial services industry experience is a plus
Federal Background check is mandatory
Must be willing and able to pass a FINRA background check (application question)
Client services experience: 2 years (Required)
Financial services experience: 2 years (Preferred)
Benefits Flexible schedule
Paid time off
Location: Spencer, MA (onsite)
Schedule: Part-time
Compensation:
$18.00 - $20.00 per hour
Technology: Microsoft Office365
Additional information:
Securities, insurance and investment advisory services are offered through OSAIC Wealth, Inc., a Member FINRA/SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, who is not affiliated with Osaic Wealth, Inc.
